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Tax Alerts

New rules for life insurance

New tax rules for life insurance policies will become effective on January 1, 2017. In most cases, the tax benefits under the new rules will be reduced compared to policies issued pre-2017. If you are considering the purchase of life insurance as part of your estate plan that means you should act soon to avoid falling under the new regime.

Find out more about the new rules for life insurance. [ 83 kb ]