Stay informed with the latest news and resources from CALU
Keep on top of member updates and important issues, trends and regulatory changes that impact your clients and your business.
Filter by category or search for topics use the website search function to find CALU Reports, CALU Special Reports, INFOexchange and more! Some publications are available to CALU members only and login will be required. Not yet a member? Join now.
- Advocacy
- Announcements and media releases
- Events & learning
- Publications and reports
CALU Practice Note – Domestic Shared Ownership CI Programs with ROP Benefits
This Practice Note will discuss the tax treatment of domestic shared ownership arrangements involvin...
CALU Report – APFF and CLHIA CRA Roundtable Round-Up
Every year the Canada Revenue Agency participates in several Tax Roundtables where it responds to a ...
Rapport de CALU – Résumé de la table ronde de l’ARC avec l’APFF et l’ACCAP
...
CALU Welcomes BMO Insurance – Financial Hardship Life Advance Program
...
CALU Report – U.S. Reporting Obligations for the Life Insurance Settlement Industry
Life insurance proceeds received on the death of a U.S. life insured are generally not taxable to be...
Roger Sinclair new Chair of the CALU board
...
CALU Practice Note – Life Settlements: Update on the Canadian Market
In the mid-2000’s CALU published two CALU Reports which detailed the growth of the life settlement...
CALU Report – Common Law Will Revocation Clauses and RRSP/RRIF Beneficiary Designations
Provincial legislation and, to a greater extent, statutory interpretation dictates the effectiveness...
Rapport de CALU – Clauses de révocation par testament et désignations de bénéficiaire pour les REER/FERR dans les provinces de common law
...
INFOexchange 2019 Vol.2
Articles in this edition include: a message from Chair Roger Sinclair; a review by Jenny Du and John...
CALU Practice Note – Policyholder Inducements including Premium Rebating
This Practice Note reviews provincial restrictions relating to policyholder inducements and consider...
Avis de pratique de CALU – Incitations faites au titulaire de police, y compris les rabais de prime
...
No More Posts