Key Person
Client Profile
Solution Opportunity

Key Person

  • Client Profile
    • A business where its continued success depends very heavily on a small number of key individuals.
    • A business that believes a cash injection will help to maintain productivity, in the event that a key member of the team passes away.
  • Solution Opportunity
    • Determine amount of insurance required to replace “productivity” of an individual in the interim, and to recruit, train, etc a replacement.
    • Where corporate owned and corporate beneficiary, the death benefit of the policy, less the ACB, creates CDA room that may be used to flow other after-tax assets to shareholders tax-free.
Posted ON Tue, May 18, 2021 at 4:38:10 pm MDT    Comments (0)
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