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Video Case Study: How Corporate-Owned Life Insurance Increased This Couple’s After-Tax Estate Value By $613,108.00

  Corporate-owned life insurance can be used as a tool not only to build wealth, but as an effective way to tax-efficiently transfer that wealth to beneficiaries.   Corporately-owned life insurance policies can provide numerous benefits to business owners, aside from the obvious financial benefit in the event that an insured person passes away. Tax […]

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How to provide more value to your corporate financial planning clients with life insurance modelling.

It’s never been easier to provide tremendous value to your corporate financial planning clients.   ​ Snap now enables the modelling of corporate Whole Life and Universal Life policies within its Corporate module, including the impact on the organization’s CDA balance and the flow of death benefits to the personal side. The new corporate-owned life […]

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