Free Policy Review & Forensic Analysis

Life Insurance
Summary Sheet

Life Insurance
Underwriting Form

Life Insurance Underwriting Process

Variable Rescue

Corporate Issues

FAS 150

Profit Sharing Plans

Pensions and 412(i)'s

LIFE INSURANCE HOMEPAGE

Corporate Issues

Life insurance can play an important role as a funding vehicle in various corporate circumstances. Without having more detailed knowledge of your firm's structure, ownership, entity (C or S), related companies, etc., we will limit our discussion in a more general tone.
 

Topic

• Key Person Coverage (Life & Disability)
• Deferred Compensation






• Buy Sell
• Stock Buy-out

Life Insurance Utilization

Provides corporation with a method of funding loss of key person and can double as a “golden handcuffs” (deferred compensation) to retain key employees without paying more salary. Life insurance is a tax favored vehicle compared to any other financial instrument inside a corporation.

Life insurance provides guaranteed full funding on a tax advantaged basis to
properly compensate family for true worth of stock.