Solutions
The Capital Dividend Account (CDA) is a special corporate tax account used in our most popular solutions.
Immediate Cash
Reduces or eliminates tax
Reduces insurance costs
Keeps cash on hand
Sweet Spot: Age 40-60
Retirement Income
Reduces tax
Enhances income
Creates portfolio stability
Sweet Spot: Age 30-50
Estate Transfer
Reduces tax
Efficient wealth transfer
Avoids probate
Sweet Spot: Age 50+
"You don't have to know everything as long as you know the people who know the things you don’t.
- Harvey Mackay