Life

Should clients cash out an insurance policy?

Clients who need access to cash will come to you for solutions

By Suzanne Sharma |May 6, 2016

7 min read

Seg funds for estate planning: advantages and pitfalls

Segregated funds are often seen as useful for minimizing potential estate administration fees.

By Keith Masterman |March 31, 2016

4 min read

Life insurance loophole closed: example

Last week's budget nixed the tax advantages of a popular life insurance strategy

By Staff |March 28, 2016

3 min read

Life insurance loophole closed for biz owners

Budget 2016 wasn’t kind to business owners

By Melissa Shin |March 22, 2016

2 min read