Keep on top of member updates and important issues, trends and
regulatory changes that impact your clients and your business.
CALU Practice Note – Term Riders and short-pay permanent policies
This Practice Note discusses potential concerns with using term riders for the primary purpose of creating short-pay (less than five years) permanent policies. It also shares the steps CALU ...
CALU Submission to Finance on AMT
CALU has made representations to the Department of Finance on modifications to the AMT proposed in Budget 2023. We expressed general support for the stated intent of narrowing the application ...
CALU Report – Insurance trusts
A life insurance trust is an effective vehicle for distributing life insurance proceeds in a way that meets the particular needs of both the insured and beneficiaries, with the ...
CALU letter to government Re: Design of Canadian Dental Care Plan (CDCP)
In this letter, CALU provides recommendations to government to help inform the design of the Canadian Dental Care Plan (CDCP) which is currently under development, particularly as it relates ...
CALU Practice Note – Best practices for insured leveraging programs – Part II
This Practice Note (Parts I and II) is designed to provide guidance to CALU members on how to identify appropriate clients for insured leveraging programs and ensure you have ...
INFOexchange 2023 vol. 1
INFOexchange 2023 volume 1 is now available. The issue includes a final message from our Chair, Kelly Adams, as well as an advocacy update from the Chair of the ...
CALU Special Report: Federal budget 2023
This Special Report highlights measures of greatest interest to our members and their clients from the tabling of the federal budget 2023 yesterday. We extend our thanks to Kevin ...
Budget 2023 – The top three things to know
Here are the top three items of interest to CALU members from the federal government’s Budget 2023 tabled earlier today. A more detailed report on the Budget 2023 measures ...
CALU in Insurance Journal re: Parliamentarians and Finance Canada
CALU quoted in Work with parliamentarians and Finance Canada continues by Kate McCaffery on Insurance Portal. Read the article
CALU in Globe and Mail re: RRIF age threshold
CALU quoted in Federal government urged to consider raising RRIF age threshold by Irene Galea in the Globe and Mail. (Subscription required) Read the article
CALU Report – Are wealthy Canadians paying their fair share of tax?
In Budget 2022, the federal government committed to examining a new minimum tax regime to ensure that all wealthy Canadians pay their fair share of tax. The 2022 Fall ...
CALU in Advisor’s Edge re: Changes to RRIF rules
CALU quoted in Industry groups call for changes to RRIF rules by Rudy Mezzetta on Advisor's Edge. Read the article
