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July/August COMMENT Newsletter

July 7, 20222022 Only, Blog, CLU CommentBelvedere Financial

COMMENT for July/August 2022

COMMENT is an informative newsletter targeted to the unique niche that CLU advisors occupy in the financial services industry, with a focus on risk management, wealth creation and preservation, estate planning, and wealth transfer.

Recent Technical Updates Involving the Value of Life Insurance

by Florence Marino

Let’s examine the recent Canada Revenue Agency (CRA) technical interpretations involving life insurance and valuation. Charitable Gift of a Permanent Life Insurance Policy Arising from a Term Conversion A charity may provide a receipt for a gift of a life insurance policy for its fair market value (FMV).

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Retirement Income and the Order of Asset Withdrawal

By Frank Di Pietro

Canada’s population is aging quickly. According to Investor Economics, there will be more than 10 million Canadians over the age of 65 within 20 years, representing nearly one-quarter of the total population. Since the average retirement age is 63 and Canadians are living longer, the average retirement could last 25 to 30 years or more in some cases, using current mortality tables.

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  5. When you open the pdf file, simply add your personal information to the right hand upper corner of the first page of the newsletter.

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Recent Posts

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Contact Us

Alex Chan, RHU, CHS, CFSB, CPCA, EPC, CFP, CLU | Certified Financial Planner & Chartered Life Underwriter

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About

Alex was born in Hong Kong and moved to Vancouver BC at the age of two. Soon after attending Simon Fraser University, he entered into the Life Insurance Business as a career agent with Manulife Financial. Having had a successful start with many Million Dollar Round Table level production years in the agency system, Alex joined an independent Managing General Agency (MGA) as an advisor, manager and later as a partner.
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