The U.S. Version of the Exempt Test

It’s a whole new world! The tips and traps of the U.S. version of the exempt test are explained with updates on recent changes that open up opportunities for Canadian life insurance policies.

Presenters:

Taylor Mumford – Senior Analyst, Actuarial (GBL)
Navaz Cassam – President & Chief Actuary (GBL)

April 10, 2024: 12:30 - 1:00 PM ET

 

CALU Connect - The U.S. Version of the Exempt Test

  • April 10, 2024
  • Zoom