Mountain Planning

KEY MAN

If an Employer has a Key employee that is a vital part of the day-to-day success of that business, it would be wise to have Life Insurance on that person for the protection of the business. The Insurance would help to offer the funds required to find a replacement, and offset any lost revenues during the transition.

BUY/SELL ARRANGEMENTS & PARTNERS

When there are 2 or more Shareholders of a company, there is often a legal arrangement in place in case there is a loss of one of the owners, allowing the surviving one to buy out the shares of the deceased. Life Insurance helps to fund that purchase requirement.

CORPORATE EXECUTIVE INVESTMENT STRATEGIES

Shared Ownership Life Insurance – a strategy which allows a Shareholder the ability to put excess Corporate funds into a tax-exempt Life Insurance policy for investment growth. With careful planning, this can serve as a “Pension Replacement” for Business Owners and Shareholders of Corporations.

Shared Ownership Critical Illness Insurance – a strategy allowing the Shareholder to obtain Critical Illness Insurance to help protect themselves and their lifestyle using their Corporate funds. This strategy can create the Shareholder their own “Severance Package” for when they plan to retire, using tax efficient funding.

– Dr.Paul Doucette MD

“Distance can erode the contact people have with one another. But even though we have moved thousands of miles away to
the shores of the Atlantic Ocean, Jeremy has continued to dedicate himself to our financial well-being. His knowledge and
wise advice have paved the way to a secure future for our family.”

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