Life, Accident & Sickness InsuranceAny necessary combination can be arranged by us through a multitude of Life Insurance carriers. More importantly is the consideration given to special needs with special products.
Life Insurance needs for individuals can provide protection for themselves, their family, their partners, or provide a tax sheltered investment.
For business owners, our ideas are invaluable such as:
- A highly specialized "Indemnity" contract that automatically fluctuates with your business value to fund buy sell obligations on death perfectly. You will always have a tax free credit equal to the purchase price. A once in a lifetime contract that can increase by 200% every three years with no medical evidence for these increases up to 50 million dollars. (Initial medical evidence required).
- A method by which one can receive a personal tax deduction for the amount of his shareholders loans owed to him by the company (while he /she is alive, of course).
- An arrangement whereby the corporation can make deposits into a personnel tax sheltered growth asset with reduced taxable benefit.
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