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Why Business Owners Are Investing Millions in a Strategy That CPAs Often Miss

By Mark Arruda, BMATH, FCIA, FSA, CERA, James W. Kraft, CPA, CA, MTAX, CFP, FEA and Jeffrey H. Haugh, B.Phil, LL.B., CFP, CLU

September 25, 2019

Many CPAs who specialize in creating tax efficiencies don’t expand their team to include life insurance professionals. But used well, life insurance helps solve significant problems for business owners. This article examines how permanent life insurance helps enhance a corporate balance sheet by minimizing tax burdens and enhancing liquidity.


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