MSB Wealth Mini Series with Sarah King: Insurance Strategies for Corporate Owners

MSB Wealth - May 20, 2026

In this episode of our MSB Wealth Mini Series with Sarah King, we explore corporately owned life insurance for business owners. Sarah shares key advantages that are often overlooked and flags a few details to help avoid tax or succession issues.

 

 

Sarah King is a Senior Insurance and Trust Advisor and one of the partners we work closely with at BMO.  She joins us in this mini series where we focus on different insurance strategies. If you would like to meet with Sarah to discuss how corporately owned life insurance may fit into your wealth plan, please reach out to your IA or email us at msbwealth@nbpcd.com.