Corporate asset transfer

Selecting investments that optimize risk and return can be challenging, but participating life insurance can complement a client’s broader asset portfolio. It allows clients to diversify their asset base, assists in lowering overall volatility and produces comparable asset values while living. With predictable and fair returns, guarantees, tax efficiency and loan privileges, clients don’t have to compromise the liquidity and flexibility they are used to from their traditional investments. Help a client with a sound and low-maintenance solution to some of the common objections traditional investments can pose.

Education and training

printable copy: Guide

Seminar: Reviews the use of corporate-owned life insurance to increase the estate value of corporate-owned investments, with graphic presentation of the strategy's mechanics and benefits, and mention of some of the planning issues. This seminar is available from your Regional Sales Director. Contact your Individual sales support team for details.

Material for your client

Strategy sales sheet