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•Flexible contributions and multiple designs are available

•May select among employees and may include business owner employee as a participant

•Bonused dollars are tax-deductible to the company as compensation

•Simple to implement: no IRS approval required

•Provide incentives to reward and retain key employees

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Key Owner and Employees Benefits

•Receive a valuable benefit

•Participant owns the life insurance policy and selects their beneficiary

•Potential for retirement income through tax-free loans and withdrawals

•Accelerated benefit riders offer access to the death benefit in the event of a qualifying terminal, chronic, critical illness or critical injury

•Determine the amount and time of distribution

•Cost for this program may be less than other types of arrangements

•Heirs receive an income tax-free death benefit

•You may be able to pay income tax that is due on the bonus using loans and withdrawals from the policy


How Works 

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