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Convert Split Dollar Agreement to PPT

Convert Split Dollar Agreement to PPT

Aug 6th, 2022

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Easy guide on the way to Convert Split Dollar Agreement to PPT

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Convert Split Dollar Agreement to PPT and save adjustments.
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How to Convert Split Dollar Agreement to PPT

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74 votes

In this tutorial, Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique that involves two parties: one with a need for life insurance and another with the financial ability to pay for it. Split dollar life insurance was widely used before 2003 for various purposes, including retirement, death benefit, and estate planning. However, the IRS intervened, indicating that the method was being overused, leading to regulatory changes. The conversation aims to clarify the concept for students who may not be familiar with it, particularly those not from an insurance or business planning background.

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