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Legato for Business Succession
Reasons & Suitability REASONS for a CORPORATE LEGATO3 policy:
Consider investing in a Legato3 policy either in a corporation or family holding company when:
SUITABILITY of a CORPORATE LEGATO3:
Answering yes to one or more of the following questions would suggest that you can benefit from implementing a corporately-owned Legato3 policy. Do you:
Legato3:
Life insurance protection lasting a lifetime, even past 100 years of age. ------- Creation of alternate asset within the corporation or family holding company. ------- Premium deposits required for 7-10 years, then the Legato3 becomes self-funding for life. ------- The five (5)%+ annual investment yield* comes from the carrier-managed portfolio of real estate ownership, mortgages, and bonds. ------- The tax-free growth of the Legato3 policy value from that investment yield that means no taxable passive income for the corporation and no impact to the small business deduction. ------- The Legato3 policy grows steadily in value while purchasing additional life insurance coverage throughout the lifetime of the policy. ------- The Legato3 policy can be collateral for a loan at any time, creating funds for investments and income for retirement. ------- After the passing of the life(s) insured:
* Yield as currently forecast by the Canadian insurance carriers. |
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Articles
- Freeze, Fund, & Feature
- 70 Years and 214 Days
- Tax Apportionment in Estate Planning
- Beneficiary Designations and Resulting Trusts Revisited
- Reviewing A Shareholder's Agreement
- Part 1: Legacy Gifting Private Company Shares
- Part 2: Legacy Gifting Private Company Shares
- Life Insurance As Fixed Income Plus
- Smooth Transitions
- Reduce Estate Shrinkage
- Take Time For Your Legacy
- Take Five
- Inheritance & Taxation
- Cash Me If You Can
- Think Wider
- Succession Planning
- Legato 3
- Retirement Income
- Look Across
- Lest We Forget
- Partners In Search For A Cure