Controlled Bonus Plan
The advantage of using life insurance to fund executive benefits by establishing a CBP.
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The chart below helps illustrate how establishing a CBP as an executive benefit plan tool can provide an effective off-balance sheet option:
Performance Comparison: Controlled Bonus Plan vs. Taxable Securities*
*Hypothetical example. For illustrative purposes only. Actual results will vary.
Note: Based on a male, age 45, preferred non-tobacco underwriting, 7 annual contributions of $250K,
40.8% tax rate used for taxable securities and based on a year 20 performance. Taxable securities assumes 100% annual portfolio turnover.