CORPORATE INSURED RETIREMENT PROGRAM The Opportunity for Small Businesses and Professional/Medical Corporations with growing Retained Earnings Business owners who need Life Insurance to… Capitalize on the Capital Dividend Account (CDA) to receive potentially tax-free dividends Fund a buy-sell agreement between partners of the company Cover the loss of a key employee such as an individual with a special skill Secure a loan that will only be granted if there is life insurance on the business owner Fund a capital gains liability that results from the distribution of a shareholder’s interest in the company to his/her designated beneficiaries Using Whole Life or Universal Life, once a sizeable Cash Value has accumulated, a third party line of credit may be established to… Access a source of cash for income or emergencies Provide a source of tax advantaged supplemental retirement income for key employees and owners Seek out new business opportunities Expand their businesses or pay for other operational expenses Contact Us
