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Our Memberships
Locally-Owned, Independent
What's New
Thursday, April 28, 2016
Businesses have a limited amount of time to buy or purchase additional participating whole life insurance policies before new life insurance tax-rules come into effect January 1, 2017, including the Exempt Test Rule. Policies bought before this date will still be grandfathered, but don't wait to purchase. The underwriting process can take several months. Read the article below for more detail about the upcoming changes. http://www.advisor.ca/insurance/life/pros-and-cons-of-new-life-insurance-rules-189375
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Businesses have a limited amount of time to buy or purchase additional participating whole life insurance policies before new life insurance tax-rules come into effect January 1, 2017, including the Exempt Test Rule. Policies bought before this date will still be grandfathered, but don't wait to purchase. The underwriting process can take several months. Read the article below for more detail about the upcoming changes. 
