Please browse Excalibur Executive Planning Inc. Key Strategies blog below. If you have any questions, please feel free to contact one of our experienced advisors.
Excalibur Executive Planning Inc.
Corporate Estate Transfer / Corporate Bond / Capital Dividend Account (CDA)
Corporate Leveraged Insurance Strategy / Living Buy-out
Buy-Sell / Shareholders Agreement / Corporate Succession Planning
Insured Retirement Strategy
Insured Annuity / Back to Back
Family Wealth Transfer / Cascading Insurance
Estate Preservation Strategy
Income Replacement Strategy
Charitable Giving Strategy
Estate Equalization Strategy
Cottage Preservation Strategy
Insured Pension Transfer Strategy
European Lending Strategy Protection