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How to Autofill Split Dollar Agreement

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Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique familiar to many advisors but potentially new to some students. The term "split dollar" refers to a situation where one party has a financial need and another has the means to fulfill it. Historically, split dollar life insurance was commonly used for retirement, death benefit, and estate planning. However, the IRS intervened in 2003, expressing concerns that it was being overused, leading to new regulations on its application. The discussion aims to clarify the concept and implications of split dollar life insurance for effective planning.

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Who pays the premiums in a split dollar plan?

Under the economic benefit arrangement, or economic benefit regime) the employer is the owner of the policy, pays the premium and endorses or assigns certain rights or benefits to the employee. The employee is allowed to designate beneficiaries who would receive a portion of the policy death benefit.

How does a split dollar agreement work?

A split dollar arrangement is a plan in which a life insurance policys premium, cash values, and death benefit are split between two parties. A split dollar arrangement can be helpful in estate liquidity planning to minimize income, estate, and gift taxes.

What is the endorsement method of split dollar?

Under the endorsement method, the employer owns the policy and an agreement spells out the employees rights to the policy. Typically, a split-dollar agreement gives the employee the right to name a personal beneficiary for the employees share of the death proceeds as prescribed in the agreement between the parties.

What is a split dollar loan agreement?

Principal Loan Split Dollar is a plan that allows employers to reward key employees by helping them meet their financial security goals, while also providing survivor benefits for their families. It also offers options for recovering employer costs for this benefit.

What are the two basic types of split dollar plans?

There are 2 types of split dollar plans. Collateral assignment / loan regime. Endorsement split dollar / economic benefit regime.

What is the split dollar concept?

Split-dollar life insurance is an agreementrather than a policybetween an individual and employer (or trust) using permanent life insurance. The employer pays all or most of the premiums while retaining an interest in the policys cash value and/or death benefit.

What is one of the major disadvantages of split dollar plans?

Disadvantages of split dollar life insurance plans Your business will generally receive no tax deduction for its share of premium payments under the split dollar plan. Depending on how the agreement is structured, employees may have to pay income taxes each year on the value of the economic benefits provided to them.

How does a split dollar insurance policy work?

A split dollar arrangement is a plan in which a life insurance policys premium, cash values, and death benefit are split between two parties. A split dollar arrangement can be helpful in estate liquidity planning to minimize income, estate, and gift taxes.

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Autofill Split Dollar Agreement