Tax-efficient way to accumulate and transfer wealth across multiple generations.

Potential creditor and liability protection could make segregated fund investments an excellent choice for business owners as well as the…

Fixed income investment with returns guaranteed for life structured to result in higher after-tax cash flow compared to a fixed…

Paid with corporate dollars to create tax- efficient growth on assets held within the corporation with the ability for the…

Gift insurance proceeds at time of death by naming the charity as the beneficiary to reduce estate tax liabilities or…

Ability to collateral ize cash va lues of insurance owned by the corporation as a flexible financial planning tool to…