In November 2022, a Practice Note on insured leveraged programs (Part I) was released to members. Based on member feedback, this revision clarifies some of the discussion in the section entitled “What insurance products are suitable for leverage programs?”. Should you have any questions please contact Kevin Wark (kwark@calu.com). 

(Members only)

Share This Story, Choose Your Platform!

Become a CALU member!

When you join CALU, you become part of a national community of industry leaders dedicated to strengthening the financial well-being of Canadians.