Universal Life for advisors

Universal Life is one of the few tax shelters, outside RRSPs, available to Canadian taxpayers.

This guide will improved your knowledge of Universal Life insurance and its applications so that you are in a better position to determine if it is right for your clients.

It can also be used to provide other professional advisors, accountants and lawyers with valuable information on this topic. The guide includes information on:
Taxation of life insurance
MTAR and Exempt Testing
Taxation Specifics
Capital Benefits
Concepts

Read UL for Professional Advisors