LIA Policy

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Administrative Policy

3 May 2016 CALU Roundtable Q. 1, 2016-0632601C6 - LIA Policies

At the 2015 CLHIA Tax Officers’ Meeting, CRA indicated that there is a review underway relating to new types of leveraged insured annuity...

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6 May 2014 May CALU Roundtable, 2014-0523261C6 - Grandfathered status of LIA policy

When asked to comment on whether grandfathered status for an LIA would be lost for various types of post-March 20, 2013 transactions, CRA...

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