In this edition:

  • charitable giving of corporate-owned life insurance
  • joint tenancy in the spotlight

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The Institute™ for Advanced Financial Education is the professional organization that administers and promotes the CLU® designation in Canada. This edition of The Institute™ Comment has been provided for your review by J. Gregory Goldsworthy, BA, CFP, CLU, ChFC.
Please contact our office if you would like to discuss any of these topics in further depth.