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Life Insurance Taxation

Policy dividends, uses and taxation A practical view of the 2017 exempt test changes The 250% and 8% tests Other policyholder taxation changes affecting policies issued after 2016
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Living Benefits

Other sources of disability benefits DI taxation chart CI taxation chart Wage loss replacement plan Corporate-owned CI Transferring a CI policy
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Rates And Guides

2023 tax rates 2021 tax rates Life insurance beneficiary designation guide (Quebec) Life insurance beneficiary designation guide
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Transferring Life Insurance

Cascading life insurance Tax guide for transferring a life insurance policy Transferring life insurance from a corporation to a shareholder Transferring life insurance from a shareholder to a corporation
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Trusts

Spousal trusts and life insurance The graduated rate estate Trusts and life insurance
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