This concept is ideal for business owners or senior executives looking for alternative compensation on a tax favoured basis.
The concept is simple!
For those who need post retirement life insurance to finance estate planning liabilities, we have a cost effective way to utilize corporate dollars to pay for personal needs life insurance.
If you are a business owner, in the process of considering retirement and an exit strategy, we have some very compelling tax planning strategies that can reduce you tax liabilities.
If you are a retiring employee who had group life insurance and you need to continue you may find far cheaper than the group conversion plan offering at work. Contact us to find out.
For more details and an exploratory meeting please feel free to get in touch with us.~