Corporations and Businesses
Learn how to integrate corporations into the personal projections of your clients.
- (VIDEO) Introduction to Corporations (9 min)
- (WEBINAR) 📊 Corporate owned Life Insurance and updated Estate Calculations (March 1, 2023)
- Introduction to Corporations
- Adding a Corporation
- Definitions - Corporate Component
- Basic Assumptions - Corporate Component
- Editing Corporation Settings
- Cash Flow in the Corporate Projections
- Net Cash Flow, Cash Balance, and Cash Account Settings
- Entering Corporate Assets
- Setting up Salary, Expenses, and Savings for the Corporation
- Taking the Funds out of the Corporation
- How to declare Eligible, Non-eligible, and Capital Dividends
- Corporate-Owned Life Insurance
- Corporate Disposition on Death
- Corporate Disposition Before Death
- Frequently Asked Questions - Corporations
- Entering Shareholder Loans