Current Insurance Taxation Issues STEP Toronto January 5, 2012 Kevin Wark, LLB, CLU, TEP, President, CALU.
2004 Stop Loss Rules. 2004 Agenda Overview What are Stop Loss rules? What is their effect? Examples Solutions.
Demystifying Corporate Owned Life Insurance
Coverage for Loans Coverage for Loans Insurance Concepts.
2004 Buy/Sell Arrangements. 2004 XYZ Inc. Fair Market Value (FMV) = $2,000,000 Owners: John owns 50% of shares ACB of John’s shares $10,000 PUC of John’s.
