| 2024-11-14 |
RBCI SRIA Rate for 2025 |
RBC Insurance SRIA Investment Account |
| 2024-10-23 |
US Insurer Financial Strength |
Q4 2024 update on the financial strength of U.S. insurers. |
| 2024-10-23 |
Canadian Insurer Financial Strength |
Q4 2024 update on the financial strength of Canadian insurers. |
| 2024-10-18 |
New Insurance Tax Specialist Announcement |
Meet Mike Jones, CPA |
| 2024-08-02 |
iA Financial Group Mid-Year Webinar – SRIA |
June 26, 2024 Public Webinar |
| 2024-08-02 |
iA Financial Group Mid-Year Webinar – SRDA |
June 26, 2024 Public Webinar |
| 2024-07-05 |
US Insurer Financial Strength |
Q3 2024 update on the financial strength of U.S. insurers. |
| 2024-07-05 |
Canadian Insurer Financial Strength |
Q3 2024 update on the financial strength of Canadian insurers. |
| 2024-06-07 |
Federal Budget Capital Gains |
Federal Budget Capital Gains |
| 2024-05-31 |
Climate Smart Certified |
Climate Smart Program |
| 2024-05-17 |
Federal Budget AMT |
Federal Budget AMT |
| 2024-04-09 |
US Insurer Financial Strength |
Q2 2024 update on the financial strength of U.S. insurers. |
| 2024-04-09 |
Canadian Insurer Financial Strength |
Q2 2024 update on the financial strength of Canadian insurers. |
| 2024-02-27 |
The New EIFEL Tax Regime |
A summary of the new EIFEL tax regime |
| 2024-01-12 |
US Insurer Financial Strength |
Q1 2024 update on the financial strength of U.S. insurers. |
| 2024-01-12 |
Canadian Insurer Financial Strength |
Q1 2024 update on the financial strength of Canadian insurers. |
| 2023-12-20 |
iA 2024 SRIA Rate |
2024 SRIA Guaranteed Interest Rate |
| 2023-12-20 |
iA 2024 SRDA Rate |
2024 SRDA Guaranteed Interest Rate |
| 2023-12-20 |
iA 2024 EquiBuild Rate |
2024 EquiBuild Guaranteed Interest Rate |
| 2023-12-12 |
RBCI SRIA Rate for 2024 |
RBC Insurance SRIA Investment Account |
| 2023-12-04 |
CORRA Transition |
Transitioning CDOR and BA Loan Rates to CORRA |
| 2023-12-04 |
CORRA Transition – French |
Passage des taux CDOR et des AB au taux CORRA |
| 2023-10-12 |
US Insurer Financial Strength |
Q4 2023 update on the financial strength of U.S. insurers. |
| 2023-10-12 |
Canadian Insurer Financial Strength |
Q4 2023 update on the financial strength of Canadian insurers. |
| 2023-07-19 |
US Insurer Financial Strength |
Q3 2023 update on the financial strength of U.S. insurers. |
| 2023-07-19 |
Canadian Insurer Financial Strength |
Q3 2023 update on the financial strength of Canadian insurers. |
| 2023-06-30 |
Economic Update and Interest Rate Forecast |
Scotia Interest Rate Webinar |
| 2023-04-28 |
Transition to CORRA |
Transitioning CDOR and BA Loan Rates to CORRA |
| 2023-04-28 |
Transition vers CORRA |
Passage des taux CDOR et des AB au taux CORRA |
| 2023-04-26 |
US Insurer Financial Strength |
Q2 2023 update on the financial strength of U.S. insurers. |
| 2023-04-26 |
Canadian Insurer Financial Strength |
Q2 2023 update on the financial strength of Canadian insurers. |
| 2023-02-02 |
US Insurer Financial Strength |
Q1 2023 update on the financial strength of U.S. insurers. |
| 2023-02-02 |
Canadian Insurer Financial Strength |
Q1 2023 update on the financial strength of Canadian insurers. |
| 2023-01-31 |
iA Financial 2023 EquiBuild |
2023 EquiBuild Guaranteed Interest Rates |
| 2023-01-19 |
Variable Rate iA Leveraged |
Variable Rate Leveraged iA Financial SRIA and SRDA |
| 2023-01-18 |
iA SRIA Rate |
2023 SRIA Guaranteed Interest Rate |
| 2023-01-18 |
iA SRDA Rate |
2023 SRDA Guaranteed Interest Rate |
| 2023-01-12 |
Variable Rate Leveraged RBC SRIA |
Variable Rate History |
| 2022-11-24 |
CIBC Unearned Interest Lending |
CIBC Defers Loan Advances Against Unearned RBC Insurance SRIA Interest |
| 2022-11-22 |
RBCI SRIA Rate for 2023 |
RBC Insurance SRIA Investment Account |
| 2022-10-20 |
US Insurer Financial Strength |
Q4 2022 update on the financial strength of U.S. insurers. |
| 2022-10-20 |
Canadian Insurer Financial Strength |
Q4 2022 update on the financial strength of Canadian insurers. |
| 2022-10-18 |
Rising Rates |
Leveraged Universal Life Insurance: Navigating Rising Interest Rates |
| 2022-10-07 |
RBCI SRIA CSV Shortfall |
Leveraged RBC Insurance Security Fund SRIA Surrender Value Shortfall |
| 2022-10-07 |
RBCI SRIA CSV Shortfall – French |
Leveraged RBC Insurance Security Fund SRIA Surrender Value Shortfall |
| 2022-10-05 |
iA SRDA CSV Shortfall |
Leveraged iA Genesis-IRIS SRDA Surrender Value Shortfall |
| 2022-10-05 |
iA SRDA CSV Shortfall – French |
Leveraged iA Genesis-IRIS SRDA Surrender Value Shortfall |
| 2022-04-26 |
RBCI SRIA 2021 Perf Update |
RBCI SRIA Investment Account |
| 2022-04-26 |
iA SRIA Rate for 2022 |
iA SRIA Investment Account |
| 2022-04-05 |
RBCI SRIA Rate for 2022 |
RBCI SRIA Investment Account |
| 2021-07-15 |
iA Bank Loan Impact |
iA Bank Loan Impact |
| 2021-06-25 |
RBCI Bank Loan Impact |
RBCI Bank Loan Impact |
| 2021-04-23 |
Federal Budget |
APR 23, 2021 Federal Budget |
| 2021-03-12 |
Email Security Settings |
Email Security Settings |
| 2020-05-02 |
Donating Life Insurance To Charities |
Donating Life Insurance To Charities |
| 2019-12-17 |
RBCI and iA SRIA Rates for 2020 |
RBC Insurance SRIA Investment Account |
| 2019-12-17 |
RBCI and iA SRIA Rates for 2020 – French |
RBC Insurance SRIA Investment Account |
| 2018-12-13 |
RBCI and iA SRIA Rates for 2019 |
RBC Insurance SRIA Investment Account |
| 2018-12-13 |
RBCI and iA SRIA Rates for 2019 – French |
RBC Insurance SRIA Investment Account |
| 2018-10-02 |
Product Comparison – Updated |
Policy Feature Comparisson |
| 2018-08-09 |
Common Reporting Standard |
Policyholders And The Common Reporting Standard |
| 2018-07-30 |
iA MVA |
The Ins and Outs of iA SRIA MVAs |
| 2018-07-23 |
Tax Refund |
Accessing the RBC and iA Tax Refund |
| 2018-07-20 |
Manulife Deposit Load Increase |
Universal Life Insurance Deposit Load Increases by Province |
| 2018-06-05 |
Reverse Remainder Clause |
Reverse Remainder Clause |
| 2018-06-05 |
Reverse Remainder Clause – French |
Reverse Remainder Clause |
| 2018-03-19 |
Golini |
Golini and Shareholder Benefit |
| 2018-03-19 |
Golini – French |
Golini and Shareholder Benefit |
| 2018-03-01 |
Sask PST Roll Back |
Saskatchewan Repeals PST on Life Insurance |
| 2018-03-01 |
Federal Budget 2018 |
MAR 1, 2018 Federal Budget |
| 2018-03-01 |
Federal Budget 2018 – French |
MAR 1, 2018 Federal Budget |
| 2017-12-19 |
Changes to Multi and Joint Life Policies |
Review of Tax Changes |
| 2017-11-28 |
Distracted Driver |
Underwriting Considerations |
| 2017-11-08 |
Reverse Remainder Clause |
Reverse Remainder Clause Framework |
| 2017-11-08 |
Reverse Remainder Clause – French |
Reverse Remainder Clause Framework |
| 2017-09-12 |
Private Corporation Tax Proposals |
Private Corporation Tax Proposals |
| 2017-09-12 |
Private Corporation Tax Proposals – French |
Private Corporation Tax Proposals |
| 2017-05-15 |
Collateral Insurance Assignments |
Collateral Insurance Assignments and Loan Rules |
| 2017-02-24 |
Corporate Executor |
The Case for a Corporate Executor |
| 2017-02-17 |
Insurance Innovation |
Insurance Innovation Possibilities |
| 2016-09-21 |
iA Reforms |
iA Reforms |
| 2016-09-21 |
iA Reforms – Update |
iA Reforms – Update |
| 2016-08-05 |
2017 Tax Changes |
Insurance Planning Strategies |
| 2016-03-24 |
Federal Budget |
MAR 24, 2016 Federal Budget |
| 2016-03-24 |
Federal Budget – French |
MAR 24, 2016 Federal Budget |
| 2015-12-15 |
Best Before 2017 |
New Income Tax Rules for Life Insurance |
| 2015-12-15 |
Best Before 2017 – French |
New Income Tax Rules for Life Insurance |
| 2015-12-07 |
Product Comparison |
Life Insurance Funding Options |
| 2015-12-07 |
Product Comparison – French |
Life Insurance Funding Options |
| 2015-11-09 |
Alberta Budget |
Oct 2015 Alberta Budget |
| 2015-07-22 |
Institutional Risk Assessment |
Institutional Risk Assessment |
| 2015-07-22 |
Institutional Risk Assessment – French |
Institutional Risk Assessment |
| 2015-04-24 |
Canada Budget 2015 |
Apr 24, 2025 Federal Budget |
| 2015-04-24 |
Canada Budget 2015 – French |
Apr 24, 2025 Federal Budget |
| 2015-04-24 |
Alberta Budget |
2015 Alberta Budget |
| 2015-04-17 |
Manulife Acquires Standard Life |
Manulife Acquires Standard Life |
| 2015-01-14 |
Leveraging for Preferred Shares |
Leveraged Life Insurance |
| 2015-01-14 |
Leveraging for Preferred Shares – French |
Leveraged Life Insurance |
| 2014-10-30 |
Charitable Giving |
Gifting with Life Insurance |
| 2014-10-30 |
Charitable Giving – French |
Gifting with Life Insurance |
| 2014-09-10 |
Budget 2012 Update |
Budget 2012 Update |
| 2014-09-10 |
Budget 2012 Update – French |
Budget 2012 Update |
| 2014-01-14 |
Aqueduct |
Aqueduct Foundation |
| 2013-10-17 |
RBC CF Loan |
New RBC Insurance Loan Facility |
| 2013-10-17 |
RBC CF Loan – French |
New RBC Insurance Loan Facility |
| 2013-10-17 |
IA CLF Loan |
New Industrial Alliance Loan Facility |
| 2013-10-17 |
IA CLF Loan – French |
New Industrial Alliance Loan Facility |
| 2013-10-16 |
SRIA Brief RBC |
SRIA Brief RBC |
| 2013-10-16 |
SRIA Brief RBC – French |
SRIA Brief RBC |
| 2013-09-30 |
SRIA Brief IA |
SRIA Brief IA |
| 2013-09-30 |
SRIA Brief IA – French |
SRIA Brief IA |
| 2013-09-24 |
2012 Budget Update |
2012 Budget Update |
| 2013-09-13 |
2013 Budget Update |
2013 Budget Update |
| 2013-08-23 |
2012 Budget Update |
2012 Budget Update |
| 2013-04-24 |
10-8 LCOI Value |
The Long-Term Value of Level Cost Life Insurance |
| 2013-04-11 |
10-8 Surrender Charges |
2013 Budget: 10-8 Surrender Charges |
| 2013-03-22 |
Fed Budget 10-8 Proposal |
Fed Budget 10-8 Proposal |
| 2013-03-22 |
Fed Budget 10-8 Proposal – French |
Fed Budget 10-8 Proposal |
| 2013-02-26 |
Fed Court No Names |
CRA Loses Appeal To Get 10/8 Names |
| 2013-02-26 |
Adding a Spouse |
Benefits of Adding a Spouse to a Policy |
| 2013-01-29 |
CRA Position Paper |
CRA Position Paper |
| 2012-09-25 |
Westward Viewpoint Split |
Corporate Split Beneficiary: CDA Issue |
| 2012-09-21 |
Interest Deduction-Alberta |
Interest Deduction-Alberta |
| 2012-09-20 |
Interest Deduction-Quebec |
Interest Deduction-Quebec |
| 2012-09-20 |
Interest Deduction-Ontario |
Interest Deduction-Ontario |
| 2012-09-20 |
Interest Deduction-BC |
Interest Deduction-BC |
| 2012-07-24 |
Westward Viewpoint IFA |
Comparing ICF and IFA |
| 2012-06-26 |
LCOI Viewpoint |
Level Cost Insurance |
| 2012-06-13 |
STEP Viewpoint |
CRA Roundtable at STEP Conference |
| 2012-06-05 |
Westward Viewpoint Risk |
IFC Risk Considerations |
| 2012-05-22 |
CA Engagement |
CA Engagement and Rule 216 |
| 2012-05-15 |
Small Business Deduction |
Small Business Deduction |
| 2012-05-09 |
ILA |
Insured Leveraged Annuity |
| 2012-04-17 |
Fed Budget RCAs |
2012 Federal Budget RCA Restrictions |
| 2012-04-10 |
Fed Budget Exempt |
2012 Federal Budget Exemptions |
| 2011-11-09 |
CRA – No Name Decision |
Court Refuses CRA Demand for 10/8 Client Lists |
| 2011-11-06 |
Fed Budget Exempt V4 |
2012 Federal Budget Update |
| 2011-09-22 |
Flexibility for Long Term Planning |
Flexibility for Long Term Planning |
| 2011-09-12 |
Manulife Rate Increase |
Manulife Rate Increase |
| 2011-01-12 |
LCOI Change Viewpoint V3 |
Level Cost of Insurance Under Priced in Marketplace |
| 2010-10-01 |
ATP Review |
Reporting Aggressive Tax Planning |
| 2010-09-15 |
Rockefeller Viewpoint Final |
Rockefeller or Vanderbilt: How an Estate Plan Saved One Family’s Wealth |
