RELEASE FUNDS TAX FREE FROM HOLDING CORP


PROBLEM

Do you wish your money could be released from your company without a taxable event occurring?  Does your company have retained earnings trapped inside that you could use to invest elsewhere?
 

SOLUTION

You can have access to over 90% of the funds trapped inside your company on a TAX FREE basis.    Through an Investment Loan Strategy (ILS) you can borrow the funds from your company, and pay your own company back.  You company will be your own bank.  Utilizing the tax sheltered investment properties of a permanent universal life insurance policy (UL) you can protect your family and your business while you borrow the funds secured by the corporate investment in the UL.   This strategy will often qualify you for a tax-savings on the UL investment that can offset your life insurance cost.

BENEFITS

  1. ACCESS TO OVER 90% OF YOUR MONEY TAX FREE
  2. INSURANCE TO PROTECT YOUR FAMILY AND YOUR BUSINESS
  3. TAX SAVINGS CAN OFFSET YOUR LIFE INSURANCE COSTS

How to Implement the strategy and is it right for you?  Contact us for your free review.

See the Insured Loan Strategy Brochure.