The corporate retirement strategy provides a corporation with valuable life insurance protection on a key person or shareholder and the opportunity to access policy values tax-free immediately or in the future.
Typical client profile: Business owners or key shareholders who have a corporate surplus and want to benefit from the tax-preferred growth of an exempt life insurance policy.
printable copy: Guide
Seminar: Demonstrates how a corporate owned cash value life insurance policy can help meet a corporation’s need for liquidity and be used to cash accessibility to a key shareholder. Includes case studies. This seminar is available from your Regional Sales Director.
An advisor's guide to leveraging a life insurance policy:
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