Tony Gallippi, B.A.S (Hons.), CFP, CLUJan 226 min readPolicy Transfers (Part 2): Taxation issues for both PartiesIn 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, CLUDec 15, 20234 min readPolicy 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...