Business Owners Access Retained Earnings From Your Company Tax-Free While Providing Required Health Protection
Canadian Business Spotlight on critical illness insurance.
Hear what Desjardins’ senior regional sales director has to say about must-have insurance for business professionals.
Executive Health Savings Plan (aka Shared Ownership Critical Illness Insurance)
The Executive Health Savings Plan (EHSP) is an innovative strategy that enables a business owner or key professional to leverage the benefits of critical illness insurance to manage health risk and provide a solid, risk-free return on investment to the client.
The EHSP is now the go-to strategy to meet the tax-efficient savings needs of professionals and business owners.
Who Is It for?
Incorporated business owners or professionals who have retained earnings in their company or holding company and have a long-term outlook for their company. This strategy allows them to access retained earnings from their company in a tax-efficient manner while providing required health risk protection for the company.
Infographic
Additional Resources
Sun Life Financial - Shared Ownership Critical Illness Strategy Details (PDF)
Desjardins Insurance - Client Brochure and Case Study (PDF) (Assumes 38 Year Old Male contributing $1,500 per month)
Contact Us
At Safe Pacific Financial, we specialize in helping Canadian business owners, incorporated professionals, and investors structure life insurance for maximum wealth protection, tax savings, and business growth.
If you would like to discuss whole life insurance or investments, we’re happy to chat and see if we can be a good fit to work with you. Fill out our contact form and we will get back to you within 24 hours on business days.
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