Do your clients understand how the exempt test changes may impact them?

New rules beginning January 1, 2017 will affect the taxation of Canadian life insurance policies. The changes to the exempt test rules are comprehensive and complex. It is in your and your clients’ best interests to review existing policies and current needs in light of these upcoming tax changes to see what actions might be taken and planning put in place.

To help your clients better understand how these changes may impact their insurance, share the client article below titled, “Getting ahead of tax changes that will impact your life insurance,” and the accompanying short video which illustrates the changes in the new regulations and highlights the importance of considering the potential benefits of taking action during 2016 to meet their long term planning goals.

READ the client article on The Link Between:
Getting ahead of tax changes that will impact your life insurance