This CALU Report provides a description of shared ownership arrange­ments, discusses new product applications and related premium sharing issues. A future Report will discuss a number of tax and non-tax issues that also need to be considered when implementing a shared ownership arrangement. This CALU Report was written by Florence Marino B.A., LL.B, TEP, Head of Tax, Retirement & Estate Planning, Insurance, Canada of Manulife and Kevin Wark , LLB, CLU, TEP, CALU Tax Advisor.

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