INFOexchange 2025 vol. 3 is now available!
In this year's third edition of INFOexchange, you’ll read: ✔️ Message from CALU’s Chair of the Board of Directors for 2025-2026, Sterling Rempel ✔️ Advocacy update from the Chair of the Tax Policy and Advocacy Committee, Melanie Weinberg ✔️ Expert article on “Unlocking probate efficiency: Life insurance and the multiple will strategy” by Lucas Gareri ✔️ Expert article on “Joint second-to-die insurance with fund value benefit on first death” by Kevin Wark (Members only) Download the report
