CLU Comment is the highly-informative newsletter that has been an integral part of the CLU environment since 1967. It helps define the unique niche that CLU advisors occupy in the financial services industry – specialists in advanced life insurance applications and estate planning solutions.

 Nov / Dec 2016 The Comment 300
  • Changes to principle residence exemption
  • CPP and EI 2017
Sept / Oct 2016 The Comment 299
  • Charitable Gift Planning with Life Insurance
  • A Look at the Charitable Tax Credit Rates
  • RRSP Beneficiaries: Proceed Cautiously
 July / August 2016 – The Comment 298
  • Greater certainty when assessing “De Facto” control
  • Financial Literacy leads to better outcomes
May / June 2016 – The Comment 297
  • Life Insurance and the new CDA calculations
  • Changing Circumstances can create unexpected consequences
  • Children and your estate plan
March / April 2016 – The Comment 296
  • Tax Savings for Students
  • The Benefits of Aging
  • Incorporated Employee
January / February 2016 – The Comment 295
  • Clarity of intentions will reduce uncertainty
  • A new year and new income tax rates
  • Government Pension Plans: Benefits and Contributions for 2016

If you would like the background sheet regarding one of the articles or you would like to discuss another topic please contact
Jeff Hancock CFP, CLU, CH.F.C.