Tax efficiency
Succession Planning
17/08/15 10:23
Pay Attention to Your Beneficiary Designation
It’s more important than you think
Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Read More…
It’s more important than you think
Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Read More…
Corporate - Life Insurance
09/05/15 12:17
The Corporate Extraction Strategy
Transferring a Life Insurance Policy to a Corporation
Transferring a Life Insurance Policy to a Corporation
The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it could result in withdrawing capital from the corporation tax free!
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