LIFE INSURANCE

Holding Life Insurance through a corporation can be a very tax efficient strategy for business succession planning, estate planning and retirement planning.

Through careful preparation and design, you could set up a life insurance policy in the company, which could fund the buy-out provision of your shareholders agreements and be used as an accumulation account for retained earnings to grow tax-free. This accumulated wealth could also be passed on to the successors of the company upon death or be taken as retirement income by the owner.

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