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