The Corporate Estate Transfer Strategy
Member: $17
Non-Member: $23
The presentation will review the corporate estate transfer strategy, the presentation will outline how this strategy could help increase your estate while minimizing taxes at death.
We will review how corporations are taxed in the overall, how life insurance can become another asset tool & the difference between a wealth transfer and a taxable investment.
We will look at an example to outline the difference between holding a taxable investment vs a life insurance policy in a corporation through a case study with business owners. We walk you through the example using a participating whole life insurance as an example, understanding how to compare growth and the rate of return. We will review the key features available on our PAR whole life product and how they meet Canadians needs for flexibility and how this solution can meet your clients needs and how our team can help you provide your clients the right advice.
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