Insurance Inside Out

What is the Capital Dividend Account (CDA)? How it relates to ACB, NCPI, NAAR?

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

Estate freeze and life insurance needs for business owners

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

The returns of PARticipating whole life & transferring the interest of a life insurance policy

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

The impact of the cash surrender value (CSV) on the death of a shareholder

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

Federal budget 2024 in 5 minutes-ish

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

Exploring child CI and the taxation of critical illness insurance

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

Word of the day: Passive

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
 

Liquidity of life insurance

The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.