CLU Challenge Exam - Resource textbooks

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Resource Textbooks related to the CLU Challenge exam The textbooks listed below are the ones used by students who pursue the CLU through the formal education method. If you are a candidate for the CLU Challenge exam, you might find them to be a useful resource in your preparation. As you review the topics listed in the CLU syllabus, on which the Challenge exam will be based, you can identify the topics on which you need additional information. The textbooks will be helpful to you. Click here for the CLU textbook order form
Life and Disability Insurance Laws of Canada $59.95, plus GST/HST The 2003 edition reports on the outcome of a number of important court decisions on cases first described in earlier editions. This edition also presents new cases that have a bearing on the Court’s view of the Uniform Act and how practitioners and insurance companies should conduct business with the public. These court decisions reinforce the rulings delivered in past cases and set new standards in important issues such as the awarding of punitive damages. This text has been developed for the use of students studying Life Insurance Law in the Chartered Life Underwriter (CLU) program of studies. Topics include:
Historical Background Constitutional Aspects Federal legislation Insurance Companies Act Investments Foreign and provincial companies The Uniform Insurance Act Definitions The Life Insurance Contract Insurable Interest Formation of a contract Payment of Premiums	Beneficiaries Rights of various parties Proof of claim Payment of proceeds Variable insurance contracts/segregated funds Accident and Sickness Insurance Group Insurance Group Life Insurance Group Accident and Sickness Insurance Life Insurance Agents Annuities

Planning for Business Owners and Professionals $59.95, plus GST/HST Because business planning is a complex and dynamic pursuit, it is generally impossible for business owners or professionals to perform the entire planning function alone. Their task is typically delegated to a team of financial services professionals who specialize in various aspects of business planning. The business planning team might include professionals in the areas of law, accounting, investments, employee benefits, and life, disability and property and casualty insurance. This text was developed to cover the many areas of planning for business owners and professionals in a manner appropriate for the needs of the Chartered Life Underwriter (CLU) curriculum. Topics include:
Common Business Problems and Planning Objectives Unincorporated Business Enterprises Corporations The Lifetime Disposition of a Business Interest Outside of the Family Keeping The Family Business Problems in Business Continuation Buy-Sell Agreements Buy-Sell Agreements for the Unincorporated Business Corporate Buy-Sell Agreements	The Valuation of a Closely Held Business Planning for the Disability of a Business Owner or Professional Compensation Planning in the Closely Held Corporation Managing Risk in the Closely Held Business Miscellaneous Corporate Issues Collateral Life Insurance Individually Owned vs. Corporate-Owned Insurance The Uses of Different Classes of Shares

Taxation: A Handbook for Insurance and Financial Advisors Volume One $75.00, plus GST/HST Taxation is such an integral part of financial planning. So financial planners and insurance professionals will welcome the revision of this comprehensive resource. This new edition offers expert guidance through references to the complexity of information contained in the Canadian Income Tax Act and Regulations, as well as the Canada Revenue Agency technical resources. Topics include:
Income Tax – General Computation of Taxable Income Computation of Federal Tax Payable Or Refundable Minimum Tax Computation Of Provincial Income Tax Indexing Non-Residents Gift and Death Life Insurance	Annuities Variable Insurance Contracts and Pooled Investment Funds Health Insurance and Government Plans Retirement Savings System Registered Pension Plans Deferred Profit Sharing Plans RRSPs and RRIFs Other Deferred Income Plans

Taxation: A Handbook for Insurance and Financial Advisors Volume Two $75.00, plus GST/HST Taxation is an integral part of financial planning. Insurance and financial advisors need to understand the tax rules that affect their clients. As such, they will welcome the new edition of this comprehensive resource. This handbook covers complex information in a simplified, understandable format. For advisors who need more detail, it provides extensive references to the Canadian Income Tax Act and Regulations, as well as the Canada Customs and Revenue Agency technical resources. Topics include:
Employment and Commission Income Income from Business And Property Capital Gains and Losses Interest Partnerships and Partners Corporations and Shareholders	Life Insurance Companies Valuation Inter Vivos Trusts and Their Beneficiaries The Deceased, The Estate, and The Beneficiary

Resource Textbooks related to the CLU Challenge exam