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How to Fill Out Split Dollar Agreement

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Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique combining the needs of one party with the financial capability of another. The term "split dollar" reflects this arrangement. Historically, prior to 2003, split dollar life insurance was commonly used for retirement, death benefit, and estate planning. However, following an IRS crackdown, its use became scrutinized as it appeared overly prevalent in these contexts. The conversation aims to clarify the concept for students and advisors who may not be familiar with its intricacies or who lack a background in insurance or business planning.

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Can you split a life insurance policy?

Life insurance policies can be split in several ways, depending on the type of policy you have. Most policies include equity, or cash value. In some cases, the cash value, as well as the death benefit, can be considerably large.

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.

Who pays premiums on split dollar plan?

A. Employers are responsible for making split-dollar life insurance premiums, regardless of the plans type. However, it is important to note that under loan arrangements, employees must repay the premiums via collateral assignments made to their employer.

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 are the elements of a split dollar arrangement?

What is a Split Dollar Program? 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 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 does split life insurance policy mean?

A split-dollar life insurance plan is an agreement between an employer and an employee in which they hold joint ownership of a permanent cash-value life insurance policy, including its benefits and premiums.

What is the split dollar concept?

In a split-dollar plan, an employer and employee execute a written agreement that outlines how they will share the premium cost, cash value, and death benefit of a life insurance policy. Split-dollar plans are frequently used by employers to provide supplemental benefits for executives and to help retain key employees.

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