What is an executive bonus plan? | Patriot Plans
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HomeLife InsuranceWhat is an executive bonus plan?
Life Insurance for Business

What is an executive bonus plan?

An executive bonus plan allows a business to provide a life insurance policy as a bonus to a key executive. The business pays the premium as a tax-deductible bonus. The executive owns the policy and can access the cash value. The executive pays income tax on the bonus.

Key Points

  • Executive bonus plan: business pays life insurance premium as tax-deductible bonus
  • Executive owns the policy and can access cash value
  • Executive pays income tax on the bonus
  • Business gets a tax deduction for the premium
  • An independent agent can help you structure an executive bonus plan