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Advisors who serve business owners (CLU and others)

Corporate and estate strategies, shown step by step

Tools for incorporated clients: tax integration, the small business deduction grind, IFA financing, the capital dividend account, IPP and buy-sell funding. Policy values come from the insurer's illustration; until you enter them, results are marked as estimates.

Tools for this practice

Corporate Tax Integration
Passive income taxed in a corporation vs personally, with RDTOH refund
Specialist
SBD Grind Analysis
How passive income reduces the small business deduction
Specialist
IFA Insurance Financing
Leveraged insurance financing analysis
Specialist
CDA Surplus Transfer
Capital Dividend Account surplus planning
Specialist
Corporate Estate Bond
Corporate surplus in a taxable portfolio vs a corporate-owned policy
Specialist
IPP Planner
Individual pension plan contributions compared with RRSP room
Specialist
PHSP Planner
Medical costs paid through a corporate health spending plan vs personally
Specialist
Buy-Sell Agreement
How partners fund a buyout if one dies or leaves
Specialist
Wealth Transfer to Children
Gift vs prescribed-rate loan vs family trust: after-tax outcome over time
Specialist

See all 38 tools →

Which plan fits

The business owner and succession tools are on Specialist, which also includes every Pro tool.

  • Specialist · $149 CAD/month or $1,548 CAD/year
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Pages for other advisors

Life insurance agents · CFP and QAFP financial planners

For educational purposes only. Not regulated financial or insurance advice.