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LLQP (Life Licence Qualification Program) Practice Exam · Question

Which test is used by the Canada Revenue Agency (CRA) to ensure a life insurance policy qualifies for tax-deferred growth in its savings component?

Tax-exempt life insurance policies must pass the 'MTAR' (Maximum Tax Actuarial Reserve) test. If the policy value exceeds this limit, it may become 'non-exempt'

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Question: Which test is used by the Canada Revenue Agency (CRA) to ensure a life insurance policy qualifies for tax-deferred growth in its savings component?

Answer options:

  • The Adjusted Cost Base (ACB) test.
  • The 10/20 Rule.
  • The Net Cost of Pure Insurance (NCPI) test. ✅ The Maximum Tax Actuarial Reserve (MTAR) test.

Correct answer: The Maximum Tax Actuarial Reserve (MTAR) test.

Explanation: Tax-exempt life insurance policies must pass the 'MTAR' (Maximum Tax Actuarial Reserve) test. If the policy value exceeds this limit, it may become 'non-exempt' and subject to annual taxation on accrual.

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