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Use of Life Insurance in Tax Planning

Mimi Tang Wealth Mgmt.

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Use of Life Insurance in Tax Planning

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    1. Use of Life Insurance in Tax Planning

    2. Mimi Tang Wealth Mgmt. & Consulting Ltd.

    3. Dying Rich Old Man

    4. Primary Purpose of Life Insurance

    5. Types of Life Insurance

    6. Other Types of Insurance:

    7. Estate and Tax Planning Strategies with Life Insurance

    8. Participating Whole Life Policies:

    9. Universal Life (UL)

    10. Exempt Life Insurance Policies

    11. Calculation of Adjusted Cost Base (ACB) of Life Insurance Policies

    12. Tax Tip

    13. Tax and Estate Planning with Life Insurance

    14. Exception: Transfers of Property to Spouses or Spouse Trust at death

    15. Types of Property that can be “rollover”

    16. Joint Last to Die (JLTD) Policy

    17. Premium Matchmaker Face Amount $250,000 , Non-Smoker

    18. Disclosure

    19. Cost of Insurance for age 60 N/S Single Life Premium Joint Last to Die

    20. Life Annuity

    21. Types of Annuities

    22. Life Annuities

    23. Insured Annuity

    24. The Insured Annuity Solution

    28. Taxation

    29. Case Study on Segregated Fund and Life Annuity

    30. Corporate- Owned Life Insurance

    31. Capital Dividend Account (CDA)

    32. Purposes of Corporate-Owned Life Insurance

    33. The Corporate Asset Transfer Plan… it’s simple!

    34. Jim Pattison Story

    35. Jim Pattison Story

    36. Jim Pattison Story

    37. Life Insurance

    38. Case Law

    39. Use of Life Insurance in Tax Planning

    40. Private Health Service Plan (PHSP)

    41. What is a PHSP?

    42. Who is Eligible?

    43. What is Covered?

    44. Cost?

    46. www.mimitang.ca

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