Insurance Planning for Dentists
You work hard for your future and security of your family How well are you protected for the unforeseen and unpredictable circumstances:
Insurance can provide:
Income replacement for your family
Coverage for dental practice loans
Replace tax payable by your estate
Tax-deferred savings and tax-preferred income
Tax-free withdrawal of money from your professional corporation
When structured properly, payment of insurance premiums using company cash flow is more tax-efficient than personal payments. We can assist with the following insurance services.
Individual Services:
Universal Life Insurance
Universal Life Insurance For Fixed-Income Investing
Life Insurance – Estate Preservation
Permanent Insurance
Disability Insurance
Long-Term Care Insurance
Term Insurance
Insured Annuities
Critical Illness Insurance
The GIC Advantage
Group Benefits:
Disability Insurance – Corporate
Critical Illness Insurance – Corporate
Insured Buy-Sell Agreements
Key Person Insurance
Converting Corporate Surplus into Non-Taxable Funds
Tax Matters for Dentists provides expert counsel on matters that affect your practice’s cash flow and your financial wellbeing. With more than 25 years of experience focused on assisting dental professionals, our team has the expertise you can trust.
Contact us today for an initial complimentary consultation, to seek a second opinion, review your current policies, or simply to learn more about risk management for dentists.