This podcast provides valuable insight for insurance advisors who want to grow their business. Alan Lio and Yusudan Ren discuss creative solutions and sales strategies to help you meet the needs of Clients.
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.
29 Jul 2024
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.
3 Jun 2024
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.
29 Apr 2024
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.
20 Apr 2024
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.
14 Mar 2024
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.
14 Mar 2024
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.
14 Mar 2024
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.
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