Slide 1Current Insurance Taxation Issues STEP Toronto January 5, 2012 Kevin Wark, LLB, CLU, TEP, President, CALU Slide 2 Setting the Stage in Ottawa  Majority government…

Slide 1 2004 Stop Loss Rules Slide 2 2004 Agenda Overview  What are Stop Loss rules?  What is their effect? Examples Solutions Slide 3 2004 Stop Loss Rules I ncome…

Slide 1 Coverage for Loans Coverage for Loans Insurance Concepts Slide 2 Whenever a person or company borrows money, for whatever reason, they have put themselves into a…

Slide 1 2004 Buy/Sell Arrangements Slide 2 2004 XYZ Inc. Fair Market Value (FMV) = $2,000,000 Owners:  John owns 50% of shares ACB of John’s shares $10,000 PUC of John’s…

Demystifying Corporate Owned Life Insurance CIFPS Annual National Conference Kevin Wark, LLB, CFP Many insurance advisors shy away from working with business owners due to…