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LEADING TAX STRATEGIES SINCE 1990

Life Insurance Transfers

What you Need to Know

Dennis Serre - May 23, 2019

It’s May now and I have just returned from CALU held earlier this month in Ottawa. The CALU convention brings together the top insurance industry gurus in the country allowing them to share actual case experiences. One of the topics this year was the tax nightmares associated with life insurance policy transfers between corporations and shareholders....read more..



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