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Note: Under "Health Class " there are options for "Regular", "Regular Plus", "Preferred" and "Preferred Plus."
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Province: 
Birthdate: 
Gender:  Male      Female 
Smoker/Tobacco:  Yes     No 
Health Class: 
 Type of Insurance:   
Face Amount: 
 
Business Succession Planning

Shareholder Agreement and

Buy/Sell Funding

Executive Deferred

Compensation

Key person coverage

CAPCORP Multi-Employer

Health & Welfare Trust

Tax Minimization Techniques