Insurance | Practical Uses

Estate & Insurance Planning for Individuals

  • Estate maximization and tax minimization

  • Asset preservation and accumulation

  • Income maximization

  • Lifestyle protection

Estate & Insurance Planning for Corporations

  • Income maximization

  • Funding of shareholder/buy-sell agreements in the event of death, disability or critical illness

  • Tax liabilities upon death of owner or major shareholder

  • Tax-free share redemption upon death of owner or major shareholder