F.A.Q.

                   We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 319 for July & August 2020.This edition of COMMENT looks at three issues: Underwriting insurance during … read more

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 317 for September & October 2019. This edition of COMMENT looks at two issues: Multiplying The Capital Gains Exception, and Maturing An RRSP. Read the full CLU Comment

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 316 for July & August 2019. This edition of COMMENT looks at four issues: The Unique Nature of a Policy Loan, Be Cautious when Structuring a Charitable … read more

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 315 for May & June 2019. This edition of COMMENT looks at four issues: Non-deductible Fines and Penalties, Fees Paid to a Power of Attorney, Managing … read more

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 314 for March & April 2019. This edition of COMMENT looks at four issues: Business Overhead Insurance, Beware of RRSP Over-Contributions, Rights or Things, and Employee Death Benefit. Read … read more

We are pleased to provide you with the latest bimonthly Chartered Life Underwriter (CLU) Comment letter, number 313 for January & February 2019. This edition of COMMENT looks at three issues: testamentary gift planning, tax filing season: a look back and ahead, and benefits … read more