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Stop - Loss
In April 1995 new income tax rules were introduced that severely restricted some estate planning strategies involving corporate owned life insurance. These rules are commonly referred to as the "stop-loss" rules....
 
Health Care Wait Times
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Critical Illness and disability insurance
Critical Illness and disability insurance Download the PDF...
 
Time to embrace change in health careSaturday, July 30, 2005
Albertans have a right to more choices in obtaining the health care they need A few years ago, a man from Quebec asked a very sensible question: "Why can't I buy the health care I need when I am in pain?" It was a question many defenders of the status...
 
Insurance Planning
Life is all about risk. Insurance is the art of hedging against the multiple risks we all face as we move through our lives. "Even the best designed financial plans for individuals, families and their businesses face three fundamental risks," says Bill...
 
Life-insurance-becoming-just-that
In the changing world of risk management, traditional forms of Life Insurance are fast becoming as quaint a notion as pay phones. Demographic bulges shaped by longer life spans - along with the brisk pace of globalization and a relentlessly sophisticat...
 
Three Ways Investors Can Stack the Odds in Their FMonday, March 23, 1998
Don't be lulled into complacency by the long-running bull market. Of course, investors have enjoyed an unprecedented run in the stock market. Despite periods of breathtaking volatility, the TSE, the Dow Jones Industrial Average and Standard & Poor's 500-s...
 
SEGREGATED FUND POLICIES AT DEATH
A recent publication noted that tile owner of a non registered segregated fund contract could not "roll" mutual that contract to a surviving spouse. Rather, the deceased owner would realize a deemed disposition of' the segregated fund interest and incur t...
 
Death and Taxes
A step ahead of death and taxes...
 
Keith Hatton On Living Buyouts
Keith Hatton On Living Buyouts - The Edmonton Journal...