CALU Connect: Leaving Canada for the U.S.A. (and taking your life insurance with you)

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CALU Connect: Leaving Canada for the U.S.A. (and taking your life insurance with you)

Tuesday, January 21, 2025: 12:30 - 1:00 PM ET

Description:

This presentation gives a general overview of some of what happens when you leave Canada for the United States, and own a Canadian life insurance policy or policies. Specifically, does Canada’s “exit tax” apply to life insurance policies? How will the Americans treat your policy? What if you want to take a withdrawal or a policy loan, or want to transfer ownership of your policy? And what about U.S. estate tax?

Presenter:

Stuart Dollar, M.A., LL.B, CFP, CLU, ChFC, TEP, Director for Retail Insurance Tax Solutions with Sun Life Financial

CALU Connect: Leaving Canada for the U.S.A. (and taking your life insurance with you)

January 21, 2025
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