|You’re a significant shareholder in a Canadian Controlled Private Corporation Age 40+ and healthy Corporation has excess annual cash flow and/or investment assets not needed for business purposes. |
Typically, been in business for at least 5 years. Want to maximize your estate and transfer assets in a tax-efficient manner Looking for stable and predictable asset growth (asset diversification)
The more check marks the greater the need for this strategy. ✔️ Business Succession plan in place?
✔️ Reduce tax on corporate investment income?
✔️ Desire to pass corporate assets to a beneficiary?
✔️ Have a corporate life insurance need?
✔️ Own taxable passive investment assets?
✔️ Own corporate investments with a deferred capital gain?
✔️ Want a certain amount of estate value guaranteed?
|Comparing a traditional investment to participating whole life insurance while living and at death|