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Shared ownership - life insurance

Corporations, key employees and families can benefit from sharing ownership of a life policy. In return for sharing the ownership, each party to the agreement pays only for the benefits of interest to them.

This toolkit includes a comprehensive set of tools to help you understand, illustrate and present this strategy.

Typical client profile

  • Age 40+ in a business scenario
  • Age 18+ in a family scenario
  • Interested in increasing personal retirement savings on a tax-deferred basis
  • Wants additional life insurance to protect the business against the loss of a key person
  • Family scenario: Child or grandchild needs additional life insurance while parent or grandparent is interested in helping them build up their savings for the future

Education and training

Tools

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