Owners of very successful private corporations are intimately aware of the importance of cash flow. Many are very protective of how they allocate corporate capital so that business ventures are adequately funded and investment opportunities are not missed. An Immediate Financing Arrangement offers an opportunity to provide life insurance coverage and accumulate wealth on a tax-advantaged basis without impairing corporate cash flow.
What is an Immediate Financing Arrangement (IFA)?
An IFA is a financial and estate planning strategy that:
Who should consider this strategy?
IFA`s are not for everyone. For those situations that best match the necessary criteria, however, significant results can be achieved.
The best candidates for an IFA usually are:
How does it work?
If you wish to investigate this strategy and whether it can be of benefit to you, please contact me and I would be happy to discuss this with you and/or your accountant.