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Projection Service for Potential Benefits of Life Insurance Purchased by a Holding Company.
Only Service of Its Kind in Canada!

Easily and accurately demonstrate the impact of your recommendations to your client and their tax advisors
(Company Investment Account)

A report taking into consideration important factors to demonstrate the impact of your estate planning strategies.

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  • The report will be based on the actual distribution of income generated by the company's investment portfolio.

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  • Showcases the net payout to heirs with and without life insurance.

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  • The report will take into account the impacts on notional Capital Dividend Account (CDA) and Refundable Dividend Tax On Hand (RDTOH).

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  • The report can also illustrate contributions, withdrawals, and of course, payment of the recommended life insurance premiums.

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  • The report will be accurate, simple and easily understood for you, your client and the client's tax advisors.

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Raport macomsoft Holding Company

Please note that two reports will be submitted by email for each request. For example, for a participating life insurance policy proposal, we will provide one scenario at a reduced rate of -1% and another at the current rate.

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Get your report the same day!
(in the vast majority of cases, but exceptions can sometimes be made)
Data Required to Generate Your Reports!
We create your reports during the virtual meeting, you must have this information on hand.

Basic Information

  • Current age of the shareholder

  • Investment account balance

  • Portfolio rate of return

  • Book value of the account

  • Current CDA balance

  • Current RDTOH balance

  • Distribution of the types of income generated by the portfolio.

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Contributions and Withdrawals

  • Contributions: starting age and ending age

  • Withdrawals: starting age and ending age

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Information on the Insurance Policy

  • Annual premium

  • Payment duration

  • Type of insurance contract

  • Age for each scenario

  • Amount paid out upon death for each scenario

  • ACB for each scenario

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PRIX
Regular price per request without LIFEPlan subscription 
Price :
$449.99

+Applicable Taxes

Please schedule your virtual meeting before making payment. You will return after your meeting to complete your payment.
60% Discount*
for Users of
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Price:
$179.99*

+Applicable Taxes

*Active subscription for a minimum of 3 months

Please schedule your virtual meeting before making payment. You will return after your meeting to complete your payment.
Corporate Packages Available.
ENJOY A VOLUME DISCOUNT FOR YOUR FINANCIAL SECURITY ADVISORS.
Schedule Your Meeting!
Planifiez une rencontre
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