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Policy Transfers (Part 2): Taxation issues for both Parties
In last month's article, we explored the various circumstances that lead individuals or corporations to consider transferring their life...

Tony Gallippi, B.A.S (Hons.), CFP, CLU
Jan 22, 20246 min read


Policy Transfers (Part 1): Why and What to Consider?
Corporations, and individuals, purchase life insurance for many different reasons. As time passes, these reasons may change and therefore...

Tony Gallippi, B.A.S (Hons.), CFP, CLU
Dec 15, 20234 min read
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