Corporate Estate Transfer Strategy
- Convert your company's taxable surplus into a non-taxable surplus
- Grow the surplus in a tax-deferred investment vehicle
- Retain access to your capital for business or investment opportunities if needed
- Immediately enhance your estate's value
If you are a business owner generation excess cash flow or have a holding company with trapped passive assets within, The Corporate Estate Transfer Strategy can meet a critical estate planning need. By paying the cost of a corporate owned insurance policy from your company's bank account, you can significantly increase the after-tax value of your corporation for estate purposes.
This product is available through Transmerica.
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Feel free to give us a call if you have any questions or concerns about this product. We are more than happy to assist you in picking the product that is right for you. There is absolutely no obligation.
Toll-free: 1-800-97DCOSTA
or 1-800-973-2678
Phone: (905) 471-0572
Fax: (905) 471-8572
Email: dfg@dfglife.com
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Copyright 2011: D'Costa Financial Group. Canadian Term Insurance. All rights reserved.
5871 Highway 7 East, 3rd Floor
Markham, Ontario L3P 1A3
905-471-0572 | dfg@dfglife.com
