Starting January 1, 2017, rules related to the taxation of life insurance in Canada will change. These new rules will have an impact on all life insurance plans issued after 2016, including prescribed annuities.
|Favourite||C-0170-EN||PAD Authorization Pre Authorized Debit||Download|
|Favourite||C-0056-EN||Financial Changes Request For Life And Health Policies||Download|
|Favourite||C-0075-EN||Change Of Name||Download|
|Favourite||D-0011-EN||Verification Of Identity Of Owners Determination Of Third Party Interests||Download|
|Favourite||C-0023-EN||Life/Universal Life Investment Component Change Form||Download|
|Favourite||C-0001A-EN||Application For Reinstatement Of Lapsed Policy||Download|
|Favourite||D-0075-EN||Foreign Travel Residence Questionnaire||Download|
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We are pleased to announce that we have made some changes to our Term Certain annuities so more clients can take advantage of the Annuity-Funded Life Insurance Strategy we introduced earlier this year.
Our new Annuity Settlement Option with innovative income payment features allows your clients to customize any combination of lump sum and annuity income payments for their beneficiaries.
Effective January 2, 2014, we will allow customers to convert Solution 10 coverage and Trilogy® or Trilogy Plus plans with 10-year renewable term cost of insurance (10YRT) to a similar 20-year coverage within five years of the effective date of the coverage.