Reader, how was your September (apart from the fluctuating temperatures)?

Manulife's price hikes are now in effect. Other companies have increases coming but haven't made official announcements. There's still time to lock in the current premium rates.

— Promod

PPS We're moving (but don't know where). Details below.

Nudge Your Clients From Awareness To Action

Thanks for your help with Life Insurance Awareness Month. The next step is to encourage your clients to act. Otherwise their lives don't improve. More details ...

Help Medical Students

Medical students, residents and fellows need help with their financial fitness. Disability insurance is the ideal place to start. This is the biggest risk prior to age 65 and they get a special offer before they graduate.

To help, we created a special Google microsite. Please visit and share links to medstudents.taxevity.com

Keep Fighting #unfairtaxchanges

Opposition to the proposed changes to tax planning through private corporations. There are now 75 organizations in the Coalition for Small Business Tax Fairness.

It looks like there are no adverse changes to the tax advantages of corporately-owned life insurance remain: tax-sheltered growth on passive investment income, tax-free personal access via leveraging and tax-free payouts through the Capital Dividend Account. We'll continue monitoring and lobbying, especially through the Conference for Advanced Underwriting (CALU) and Family Enterprise XChange (FEX).

We're Moving (but don't know where)

We're currently located inside the suites of INTEGRIS Pension Management. That's why we know lots about their excellent Personal Pension Plan and have been helping with their marketing.

We're moving by New Year's Day because INTEGRIS has grown — well-deserved congratulations! — and needs more space.

Where would you and like your clients to see us in 2018?