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