Name
2A - Policyholder Loans – Beyond the Basics
Date & Time
Wednesday, September 16, 2026, 1:00 PM - 1:50 PM
Speakers
Ladelle Baar, AVP, Product Taxation, The Canada Life Assurance Company
Oliver Feng, Director, Product Taxation, Canada Life
Oliver Feng, Director, Product Taxation, Canada Life
Description
An in-depth exploration of policyholder loans on life insurance policies, examining both their value and associated risks. This session reviews the evolution of regulatory frameworks across different generations, including legislation governing dispositions (cash and automatic premium loans), repayments (internal and external), interest, deductibility, and impacts on Adjusted Cost Basis (ACB). Perspectives from both the policyholder and the insured are analyzed to provide a comprehensive view.
Location Name
Cremazie/Garneau
Full Address
Delta Hotels Quebec
690 Bd René-Lévesque E
Quebec City QC G1R 5A9
Canada
690 Bd René-Lévesque E
Quebec City QC G1R 5A9
Canada
Session Order
1
1