
Taxation of Life Insurance

Description
This course will discuss the different tax implications on various stakeholders of a life insurance contract. This course is meant to enhance your tax knowledge and to help your understanding of certain tax rules. Some topics will include partial surrenders, adjusted cost base and policy loans. This course is not designed to provide tax advice.
Course Outline
“Taxation of Life Insurance” is suitable for the following CE Credits:
British Columbia – 1 Life, 0 A&S, 0 General
Alberta – 1 Life, 0 A&S, 0 General (AIC#52753)
Saskatchewan – 1 Life, 0 Ethics
Manitoba – 1 Life and/or A&S, 0 General (ICM#24406)
Ontario – 1 CE
FP Canada – 1 Financial Planning (5915)
Course Details
1 hour
English
Yes
Yes
Yes