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Export Split Dollar Agreement

Export Split Dollar Agreement

Aug 6th, 2022

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Straightforward instructions on how to Export Split Dollar Agreement

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Export Split Dollar Agreement and save changes.
Very easily correct any errors just before going forward with your document export.
Download, export and deliver or conveniently share your document along with your colleagues and clients.
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How to Export Split Dollar Agreement

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In this video, Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique that involves two parties where one has a need (for life insurance) and the other has the ability to pay for it. While many financial advisors and students may be familiar with this concept, those coming from non-insurance backgrounds might not be. Historically, split dollar life insurance was popular for retirement, death benefit, and estate planning until regulatory changes by the IRS in 2003, which limited its use due to concerns that it was being utilized excessively. The discussion aims to clarify the concept and its implications in financial planning.

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