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Documents

Underwriting : case preparation

The documents below are made available to you to facilitate the exchange of information with our teams and optimize the underwriting process.

Pre-Qualification Questionnaire Cover letter_examples Cover letter_Content Checklist

Implementation Guides

The technical documents below are made available to you to deepen your understanding of the strategies and concepts or prepare their deployment.

Immediate financing arrangement (IFA)

Reference documents

The documents below are made available to you to support you in developing strategies.

Transfer of ownership of a life insurance policy involving a corporation Capital dividend account Fair Market Value of a Life Insurance Policy Shareholders' Agreement - In a Nutshell Shareholder Agreement: Life Insurance, a Valuable Tool in the Event of Death Tax implications upon death - In a Nutshell Tax considerations for personal disability coverage Interest deductibility Estate freeze 2024 Federal Budget Balance sheet strengthening Insurance as an asset class Fair Market Value of a Life Insurance - In a Nutshell Passive income Interest deductibility in a nutshell Taxation of segregated funds

Forms

The documents below are made available to you to facilitate the exchange of information with our teams.

Shared ownership critical illness request iA Retirement and critical illness insurance tool Insurance as an asset class Immediate financing arrangement form (IFA) Insurance Retirement Strategy Application Form (IRS) My financial journey - Getting to know you Business division - Time out

Tools

iA Large case tool (Download and enable macros*)

This tool illustrates the following concepts:

SOCII: Shared ownership critical illness insurance
SOCII Video Tutorial
IRS: Insured retirement strategy
IRS Video Tutorial
LIAC: Life insurance as an asset class
LIAC Video Tutorial

*If macros are blocked by your administrator:

Right click on the Excel file before opening it
Properties
General tab
Security section: Check "Unblock"

Read the documentation

The use of the masculine is to simplify the text.