Corporate Owned Life Insurance
Corporate Owned Life Insurance
Whether you're a small business just getting started or a corporation looking for ways to protect assets, shelter growth or are thinking of "succession planning", we have solutions for you.
Key Benefits
- Tax-Advantaged Growth: The policy's cash value grows tax-deferred inside your corporation.
- Smart Use of Retained Earnings: Avoid passive investment tax rules and make better use of corporate surplus.
- Tax-Free Death Benefit: Paid to the corporation and credited to the Capital Dividend Account for tax-free distribution to shareholders.
- Buy-Sell Funding: Ensures a smooth ownership transition if a shareholder passes away.
- Liquidity Access: Borrow against the policy or use it as collateral for financing.
- Executive Retention: Integrate into compensation plans to retain key talent.
Is This Strategy Right for You?
This approach is ideal for incorporated professionals and entrepreneurs who want to preserve wealth, fund succession plans, and manage corporate tax exposure. It’s a powerful asset for long-term business success.
Talk to a licensed advisor to determine how corporate-owned life insurance fits into your overall financial strategy.
Is This Strategy Right for You?
This approach is ideal for incorporated professionals and entrepreneurs who want to preserve wealth, fund succession plans, and manage corporate tax exposure. It’s a powerful asset for long-term business success.
Talk to a licensed advisor to determine how corporate-owned life insurance fits into your overall financial strategy.
I'd like more information - Check this "Insight"
I'd like more information - Check this "Insight"
