Sun Life
Annual Premium Deposits To make each annual premium deposit to Sun Life using online banking,
For the Payee, select the listing titled: Sun Life Personal Insurance For the Account Number, add the letters LI to the policy number, without any spaces, commas or dashes:
Use this Payee to make each annual deposit on the policy date. |
Canada Life
Annual Premium Deposits To make each annual premium deposit to Canada Life using online banking,
For the Payee, select the listing titled: Canada Life - Insurance Premium For the Account Number:
Use this Payee to make each annual deposit on the policy date. |
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- Vacation Properties - Keep Em'
- Part 1: The Estate Freeze
- Part 2: Investing For The Estate Freeze
- Unlocking Intergenerational Succession
- Freeze, Fund, & Feature
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Take Five
- Look Across
- Lest We Forget
- Retirement Income
- Review!
Manulife
Annual Premium Deposits To make each annual premium deposit to Manulife using online banking,
For the Payee, select the listing titled: Manulife Individual Insurance For the Account Number, add the letters ILC to the policy number, without any spaces, commas or dashes:
Use this Payee to make each annual deposit on the policy date. |
Equitable Life
Annual Premium Deposits To make each annual premium deposit to Equitable Life using online banking,
For the Payee, select the listing titled: Equitable Life - Individual Life & CI For the Account Number:
Use this Payee to make each annual deposit on the policy date. |