Cambria Wealth Management

You vs. Your Business

When it comes to funding life insurance, there are generally two paths:

➡️ Personally: Pay personal tax first, then use after-tax dollars.
➡️ Corporately: Use corporate dollars, which may be taxed at a lower rate.

For many business owners, the corporate route can be a more tax-efficient way to achieve the same coverage.

DM me “ROUTE B” to see if it makes sense for your situation.

A true win-win.

With certain Critical Illness Insurance plans featuring a Return of Premium option, you can receive a lump-sum benefit if you’re diagnosed with a covered critical illness. And if no eligible claim is made during the qualifying period, you may be eligible to receive back some or all of the premiums paid.

It’s protection for the unexpected, with added value built in!