Insurance Inside Out

Yusudan Ren

This podcast provides valuable insight for insurance advisors who want to grow their business. Alan Lio and Yusudan Ren discuss creative solutions and sales strategies to help you meet the needs of Clients.

Episodes

  1. 07/29/2024

    What is the Capital Dividend Account (CDA)? How it relates to ACB, NCPI, NAAR?

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  2. 07/29/2024

    Estate freeze and life insurance needs for business owners

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  3. 06/03/2024

    The returns of PARticipating whole life & transferring the interest of a life insurance policy

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  4. 04/29/2024

    The impact of the cash surrender value (CSV) on the death of a shareholder

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  5. 04/20/2024

    Federal budget 2024 in 5 minutes-ish

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  6. 03/14/2024

    Exploring child CI and the taxation of critical illness insurance

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  7. 03/14/2024

    Word of the day: Passive

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  8. 03/14/2024

    Liquidity of life insurance

    The podcast is intended for information purposes only. Neither Sun Life Assurance Company of Canada nor the hosts have been engaged for the purpose of providing legal, accounting, taxation, or other professional advice. No one should act upon the examples/information without a thorough examination of the legal/tax situation with their own professional advisors, after the facts of the specific case are considered. Unless specifically stated, the values and rates presented are not guaranteed. The information provided on the podcast is subject to change without notice and is not guaranteed to be correct, complete, current or up-to-date. All commentary is provided in good faith without legal responsibility.

  • 8 Episodes

About

This podcast provides valuable insight for insurance advisors who want to grow their business. Alan Lio and Yusudan Ren discuss creative solutions and sales strategies to help you meet the needs of Clients.

Information

  • Creator
    Yusudan Ren
  • Years Active
    2024
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © Sun Life Assurance Company of Canada. All rights reserved.
  • Show Website
    Insurance Inside Out