Tax

Succession Planning

Pay Attention to Your Beneficiary Designation
It’s more important than you think

Naming a beneficiary is a valuable feature of life insurance and segregated funds policies so it is important to carefully choose your beneficiaries. Read More…

Corporate - Life Insurance

The Corporate Extraction Strategy
Transferring a Life Insurance Policy to a Corporation


The Corporate Extraction Strategy involves transferring a personally owned life insurance policy to a corporation for its fair market value (FMV). When handled properly, it could result in withdrawing capital from the corporation tax free!

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