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Insured Retirement Plan

INSURED RETIREMENT PLAN (IRP)

Grow Wealth. Access Tax-Efficient Income. Protect Your Legacy.


An Insured Retirement Plan (IRP) combines permanent life insurance with tax-sheltered investment growth to provide a flexible, tax-efficient retirement solution for business owners and incorporated professionals.


Your policy’s cash value grows tax-deferred, and in retirement, you can access it through a tax-efficient loan to supplement income. Meanwhile, the death benefit ensures estate liquidity and a tax-free legacy for your heirs or shareholders.


Key Benefits:

  • Tax-deferred growth and compounding

  • Tax-efficient supplemental retirement income

  • Permanent life insurance protection

  • Estate planning and wealth preservation

  • Corporate advantages via the Capital Dividend Account (CDA)

An IRP is ideal for business owners seeking long-term wealth accumulation, retirement flexibility, and legacy planning.


Connect with us to explore how an IRP can strengthen your financial strategy.



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