This Practice Note discusses taxable benefit issues arising from certain corporate-owned life insurance arrangements and outlines best practices for advisors to follow.

We extend our thanks to CALU members Florence Marino, Bryan McNulty, David Stevens and Patrick Uzan for their contributions to this publication.

(Members only)

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.

Become a Member