Estate Maximization

Corporate Estate Bonds

Maximize Your Corporate Estate. Reallocate taxable corporate surplus into a tax-exempt permanent life insurance policy. This strategy significantly increases the net estate value for heirs compared to taxable investments.

Strategic Advantages

Key benefits designed for Canadian business owners and corporations.

Higher net estate value

Tax-free death benefit payout

Reduces passive income tax

Conservative asset class

Ideal For

This strategy is designed for:

Surplus Cash Corps

Legacy Planners

High Net Worth

Ready to discuss Corporate Estate Bonds?

Schedule a consultation with our corporate planning team to explore your options.