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Alex Chan CFP

Top 12 Financial Links. 5 Recent Tax Changes for the 2015 Tax Season. Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind are as follows:. The Family Tax Cut. Group Insurance – Only Part of the Solution. Ownership of individual life insurance at its lowest level in 30 years. The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households:. Withdraw...

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Alex Chan CFP | alexchancfp.com Reviews
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Top 12 Financial Links. 5 Recent Tax Changes for the 2015 Tax Season. Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind are as follows:. The Family Tax Cut. Group Insurance – Only Part of the Solution. Ownership of individual life insurance at its lowest level in 30 years. The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households:. Withdraw...
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Alex Chan CFP | alexchancfp.com Reviews

https://alexchancfp.com

Top 12 Financial Links. 5 Recent Tax Changes for the 2015 Tax Season. Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind are as follows:. The Family Tax Cut. Group Insurance – Only Part of the Solution. Ownership of individual life insurance at its lowest level in 30 years. The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households:. Withdraw...

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1

Estate Planning | Alex Chan CFP

http://alexchancfp.com/blog/category/estateplanning

Top 12 Financial Links. Posts from the ‘Estate Planning’ Category. Do You Need Individual Life Insurance? Canadians may need to rethink their risk management. In a recent study conducted by the Life Insurance and Market Research Association (LIMRA), it was reported that 61% of Canadians hold some form of life insurance. Surprisingly, it also revealed that only 38% of Canadians own an individual life insurance contract. Taxation of Life Insurance – New Rules Offer a Window of Opportunity. The changes to t...

2

Is it Time for your Insurance Audit? | Alex Chan CFP

http://alexchancfp.com/blog/2015/01/19/is-it-time-for-your-insurance-audit

Top 12 Financial Links. January 19, 2015. Is it Time for your Insurance Audit? Has it been awhile since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you have it? Are you uncertain as to whether or not your portfolio reflects your current situation? A comprehensive audit should review the following:. Is the total death benefit of your life insurance appropriate to your needs? Is your need for life insurance permanent. Has t...

3

Top 12 Financial Links | Alex Chan CFP

http://alexchancfp.com/top-12-financial-links

Top 12 Financial Links. Top 12 Financial Links. 1 Assuris, Protecting your Life Insurance http:/ www.assuris.ca. 2 ADVOCIS, The Financial Advisors Association of Canada http:/ www.advocis.ca. 3 Bank of Canada http:/ www.bankofcanada.ca. 4 CRA, Canada Revenue Agency http:/ www.cra-arc.gc.ca/menu-eng.html. 5 CALU, Conference of Advanced Life Underwriters http:/ www.calu.com/website/index.asp. 6 CAILBA, , Canadian Association of Independent Life Agencies http:/ www.cailba.com. Top 12 Financial Links.

4

Disability Income Replacement | Alex Chan CFP

http://alexchancfp.com/blog/category/living-benefits/disabilityincomereplacement

Top 12 Financial Links. Posts from the ‘Disability Income Replacement’ Category. Workers unprepared for financial impact of disabilities. Most Canadian workers would suffer severe financial hardship if they were forced out of work with a disability. In fact, 76% believe that should they become disabled and unable to work for three months, there would be serious financial implications for their family, such as significant debt or an impact on retirement plans, finds an RBC Insurance survey. It’s important...

5

Corporate Insurance | Alex Chan CFP

http://alexchancfp.com/blog/category/corporateinsurance

Top 12 Financial Links. Posts from the ‘Corporate Insurance’ Category. Family Business Planning Strategies. 67% are at Risk of Succession Failure. If you are an owner in a family enterprise, the chances of your business transitioning successfully to the next generations is not very good. This has not changed over the years. Statistics show a failure rate of:. 67% of businesses fail to succeed into the second generation. 90% fail by the third generation. The Clock is Ticking! Whole Life and Universal Life...

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On May. 18 @ 12pm PST. On May. 18 @ 3pm PST. On May. 18 @ 4pm PST. On May. 19 @ 3pm PST. On May. 21 @ 6pm PST. On May. 25 @ 3pm PST. On May. 27 @ 2pm PST. On May. 28 @ 6pm PST. Join My Site Now to View All My Hot Videos! Welcome to my HOT NEW OFFICIAL Site! I have tons of EXCLUSIVE Videos and Pictures ready, PLUS Weekly LIVE Member shows! You can't get more of me anywhere and you won't want to miss a second of the action! Join My Site Now to View All My Hot Videos! Alex Pleasures her Selfie. This Italian...

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Alex Chan CFP

Top 12 Financial Links. 5 Recent Tax Changes for the 2015 Tax Season. Tax time is almost upon us and there are some recent changes which will affect many Canadian residents. The important changes to keep in mind are as follows:. The Family Tax Cut. Group Insurance – Only Part of the Solution. Ownership of individual life insurance at its lowest level in 30 years. The Life Insurance and Market Research Association (LIMRA) 2013 study shines a light on a developing problem for Canadian households:. Withdraw...

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