CORPORATIONS OVERLOOK THESE 5 THINGS WHEN ESTATE PLANNING
SHIELD™ is a corporate insurance funding system that uses bank financing and policy cash value to build long-term wealth
SHIELD™: Strategic High-Income Estate Liquidity Design
The Problem
Value Equation
The Solution
Business profits often stay inside the company and are not easy to use. If you use that money to pay large insurance premiums, it can strain cash and make business expenses harder to cover.
The Solution
Value Equation
The Solution
What if you only had to pay the interest, and only for a short time? You can use the policy as collateral to the bank, who will pay most of the premiums.
Value Equation
Value Equation
Value Equation
This strategy costs very little out of your own pocket and keeps more cash in your business.
It helps grow your estate and lets you take out some money tax-free if you own a company.
Corporation Owners
The SHIELD™ Advantage
Corporation Owners
SHIELD™ is built for owners of Canadian corporations seeking a tax-efficient way to convert retained earnings into long-term family wealth without sacrificing liquidity.
Estate Planning
The SHIELD™ Advantage
Corporation Owners
Estate planning protects your family by reducing taxes, avoiding unnecessary delays, and ensuring your wealth is distributed exactly as you intend.
The SHIELD™ Advantage
The SHIELD™ Advantage
The SHIELD™ Advantage
Unlike traditional planning, our approach leverages corporate-owned insurance and financing to build significant estate value and tax savings with minimal strain on corporate capital.