There are several reasons a business may want to transfer ownership of a corporate-owned life insurance policy to an individual. Perhaps a business owner is...
Guidelines for Transferring Business Owned Life Insurance
read more...
Insights
Business Planning
Life insurance for business owners can play an important role in business succession, buy-sell planning, key person protection, executive benefits, and other strategies for closely held businesses. Explore insights on using life insurance as part of a coordinated business planning strategy.
[CASE STUDY] How A Restricted Property Trust Reduced Our Client’s Tax Rate From XX.X% to YY.Y%
A Restricted Property Trust provides business owners and/or key executives with tax-favored, long-term cash accumulation and income distribution. A Restricted...