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The Business Owner’s Secret Weapon

Corporate Life Insurance – The secret weapon that successful professionals and business owners use to grow wealth and eliminate their tax burden!

Who This Is For

Most Canadian business owners and professionals who want to grow more wealth, maximize their tax efficiency and leave a significant legacy.

What It Is: Corporate-Owned Life Insurance

A powerful and underused tool favored by Canada’s top business owners.

Why it’s a game-changer:

Tax-Free Growth: Wealth grows inside your corporation, sheltered from tax, outperforming other “traditional” wealth strategies or holding company cash.

Tax-Free Access: Leverage policy cash value via insured retirement loan strategies-without hassles, approvals and triggering tax.

Tax-Free Transfer: Leave a legacy to heirs or partners, bypassing traditional estate tax erosion.

Tax Efficiency: Does not grind down your Small Business Deduction Limit resulting in additional unnecessary taxes.

What It Means for You

  • Maximize retained corporate earnings
  • Minimize passive investment tax
  • Build a controlled, tax efficient legacy
  • Integrate with your retirement and exit strategy
  • Avoid the grinding of your small business deduction limit

Explore How This Works in just 15 to 20 Minutes!

  • Does this strategy fit within your current corporate structure?
  • Discover a personalized example using your own numbers.
  • Build a tactical roadmap to financial success!

* Results will vary based on age, health and structure