Family Enterprises
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What are the goals of the business empire?
Many companies and families wish to continue to make an impact and carry forward even after the founder has exited the entity.
Life insurance provides liquidity to make sure the causes and ideologies of the company carry forward into the future.
Business Owners
Professional Corporations
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Your business can grow into your greatest financial tool. Do everything you can to give it the early years to give it the best opportunity to succeed.
Starting early on your exit planning can lead to significant amounts of capital available during your exit. Life Insurance tools can be a stable long term asset has uninterrupted compounding over the entire lifecycle of your business.
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Much of your wealth will stay in your corporation or holding company to help reduce your tax bill.
The goal is not to have money inside your corporation but get it out in a tax-efficient manner. Life insurance is one of the best tools for extracting money from a corporation. Any assets that are trapped in the corporation could benefit from the CDA created by a life insurance policy.
Transferring Wealth
Business • Family • Ownership
Start Up • Growing • Mature
Just Incorporated • Established • Retiring