Published: · Compliance approval: TBD · Author:
Disclosure. Educational only; not tax, legal, or individualized investment advice. Mutual funds offered through WhiteHaven Securities Inc. Insurance solutions offered through iAssure Inc. Coordinate decisions with your CPA/notary/lawyer. See Disclaimer and Privacy.

Insurance & Estate Planning | iAssure

Use corporate‑owned insurance and estate tools to protect the enterprise and fund obligations without disrupting the legacy.

Published: · Compliance approval: TBD · Author:

Why this is important

  • Corporate‑Owned Life Insurance: Build tax‑sheltered value, provide buy‑sell funding, and create estate liquidity.
  • Estate Freeze & Trusts: Coordinate with accountants and lawyers to pass future growth to the next generation efficiently.
  • Succession Planning: Prepare for sale or family transition with aligned structures and governance.
Book a 15-min intro Download the Owner's Playbook (PDF)

Summary

Use corporate‑owned insurance and estate tools to protect the enterprise and fund obligations without disrupting the legacy.

Corporate‑Owned Life Insurance

Build tax‑sheltered value, provide buy‑sell funding, and create estate liquidity.

Estate Freeze & Trusts

Coordinate with accountants and lawyers to pass future growth to the next generation efficiently.

Succession Planning

Prepare for sale or family transition with aligned structures and governance.

Next steps

Choose one service to start, or book a short call and we'll map where the highest-value improvements are — corporate cash, tax opportunities, or risk protection.

Book a 15-min intro Download the Playbook (PDF)

Full Disclosure. This content is for information and education only. Past performance does not guarantee future results. Tax treatment depends on your circumstances and may change. Mutual funds are offered through WhiteHaven Securities Inc. Insurance is offered through iAssure Inc. See Compliance for details.

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