Are you a Business Owner looking to grow and protect the value of your corporation to maximize what can be left to beneficiaries?
Are you looking for flexible and tax efficient way to access the money for retirement?
Contact us about our unique Corporate Wealth Transfer, Retirement & Investment Strategy!
- Satisfy corporate insurance need without giving up liquidity in the existing portfolio
- Minimize corporate tax burden associated with taxable investments
- Enhance the corporation’s value at death for future generations
- Diversify the corporation’s asset mix
- Enhance the corporation’s value at death for future generations
- Access assets to supplement business income, if needed
- Minimize corporate tax burden associated with taxable investments
- Satisfy corporate insurance need without giving up liquidity in the existing portfolio
- Minimize corporate tax burden associated with taxable investments
- Enhance the corporation’s value at death for future generations
- Diversify the corporation’s asset mix
The cash value within a permanent insurance policy can bolster a corporation’s balance sheet, and help solve three significant problems for Business Owners:
- Minimizing Corporate tax during lifetime asset accumulation
- Minimizing tax at death through the capital dividend account
- Preserving and improving liquidity for the business