Corporate retirement strategy
Typical client profile: Business owners or key shareholders who have a corporate surplus and want to benefit from the tax-preferred growth of an exempt life insurance policy.
Seminar: Demonstrates how a corporate owned cash value life insurance policy can help meet a corporation’s need for liquidity and be used to cash accessibility to a key shareholder. Includes case studies. This seminar is available from your Regional Sales Director. Contact your Individual sales support team for details.
An advisor's guide to leveraging a life insurance policy:
- Using life insurance as collateral for personal and business planning
- A guide for lawyers, accountants and insurance advisors, this 8 x 11 inch booklet reviews several methods of accessing the cash value of an exempt life insurance policy, including a number of third-party leverage structures, with a balanced discussion of benefits and risks.
- An advisor's guide to leveraging a life insurance policy
Sales strategy sheets