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