Executive Health Plan

Why should you put a plan like this into place and not just invest your retained earnings?

Fair question! Here are the main reasons why this plan is a better investment option:

o If you are diagnosed with a critical illness or should you pass away, the business gets an infusion of $500,000 for a critical illness or a minimum $125,000 in case of death. On the other hand, with an investment, you, your business, or your family would only get the value of the investment.

o Few financial instruments would give you the same guarantees and potential rate of return as this plan, due to tax savings.

Want to learn more?