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Insurance Inside Out
Yusudan Ren
8 episodes
1 month ago
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Business
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All content for Insurance Inside Out is the property of Yusudan Ren and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Episodes (8/8)
Insurance Inside Out
What is the Capital Dividend Account (CDA)? How it relates to ACB, NCPI, NAAR?
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
13 minutes

Insurance Inside Out
Estate freeze and life insurance needs for business owners
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
10 minutes

Insurance Inside Out
The returns of PARticipating whole life & transferring the interest of a life insurance policy
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
14 minutes

Insurance Inside Out
The impact of the cash surrender value (CSV) on the death of a shareholder
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
13 minutes

Insurance Inside Out
Federal budget 2024 in 5 minutes-ish
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
9 minutes

Insurance Inside Out
Exploring child CI and the taxation of critical illness insurance
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
14 minutes

Insurance Inside Out
Word of the day: Passive
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.  
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1 year ago
14 minutes

Insurance Inside Out
Liquidity of life insurance
The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.
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1 year ago
13 minutes

Insurance Inside Out