Since 1986, our belief in traditional values and long-term customer service has guided us in providing creative solutions through innovative thinking. Our clients are Business Owners, Professionals and Professional Corporations for whom we design tax effective financial programs to solve their unique individual or corporate needs.
The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporate Strategies, Disability Income Protection, Disability Management Solutions, Executive Compensation Programs, Succession and Estate Planning, and Employee Benefits and Pensions.
The Living Benefits Group is small enough to deliver personalized attention, yet large enough to serve the complex and diverse needs of our clients through a unique network of knowledgeable and experienced experts in Tax and Estate Planning, Corporate Strategies, Disability Income Protection, Disability Management Solutions, Executive Compensation Programs, Succession and Estate Planning, and Employee Benefits and Pensions.
Services
The Living Benefits Group is a unique financial services organization dedicated to understanding and providing for the needs of our clients. The founders of The Living Benefits Group developed their skills in the individual Disability Insurance market putting them in a position of knowledge and leadership unsurpassed in this very specialized field.
Professionals begin their careers in very different ways than most other business people. They spend years studying to acquire and perfect their skills and learn business and investment learning in more of an informal manner. They begin their careers with heavy debt loads and have lost valuable years of saving for retirement.
An Immediate Finance Arrangement (IFA) is a strategy whereby the client purchases a policy in which they deposit sufficient funds to accumulate major cash surrender value. They then use the policy as collateral for a line of credit at a bank. These borrowed funds can then be used to invest in your business or other types of investment.
There may be situations where your client owns a life insurance policy and the life insured is another individual (e.g., their business partner, spouse, or child). Your client as died owning this policy and now the ownership of the policy needs to be changed. What are the tax implications of the ownership change and is it possible to transfer the policy to the new owner on a tax-free basis?
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