Key Person Insurance:
Helping you and your company implement insurance plans that will provide your company with tax-free dollars to offset the financial loss arising from the death or disability of a key employee or business owner.
Business Loan Protection:
Insurance plans that will provide tax-free dollars to repay business loans or lines-of-credit in the event of the death or disability of an owner or a key employee.
Insurance plans that will provide tax-free dollars to properly fund the buyout of shares of your company in the event of the death or disability of an owner or business partner. This is often commonly referred to as Business Succession Planning.
Enhanced Retirement Planning:
This is a very tax-effective way for both you and your corporation to benefit from corporately-owned life insurance policies. This strategy is often very effective for both succession planning as well as increasing the amount of income available during retirement.