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Corporations and Businesses

Learn how to integrate corporations into the personal projections of your clients.

  • Corporate-Owned Life Insurance
  • (WEBINAR) 📊 Corporate owned Life Insurance and updated Estate Calculations (March 1, 2023)
  • Corporate Disposition on Death
  • (VIDEO) Introduction to Corporations (14 min)
  • Introduction to Corporations
  • Definitions - Corporate Component
  • Basic Assumptions - Corporate Component
  • Adding a Corporation
  • 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
  • Cash Flow in the Corporate Projections
  • Editing Corporation Settings
  • Frequently Asked Questions - Corporations

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  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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