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How to Make Fillable Split Dollar Agreement

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In this video, Jamie Hopkins and Steve Parrish discuss the concept of split dollar life insurance, explaining its background and purpose. Split dollar life insurance refers to an arrangement where one party has a need for life insurance while another has the financial means to fund it. Historically, it was widely used for retirement planning, death benefit planning, and estate planning. However, following regulatory changes by the IRS in 2003, the use of split dollar arrangements diminished as the IRS imposed restrictions, indicating that the strategy was being utilized excessively. The discussion aims to clarify these dynamics for students and advisors in the field.

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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.

How do you allocate life insurance?

If you decide to have more than one beneficiary, you will allocate a percentage of the death benefit for each, so that the total allocation equals 100%. A simple example of this would be allocating 50% to your partner, and 25% to each of your two children, for a total of 100%.

How should I split my life insurance?

For example, if you name your spouse, child and a local charity as primary beneficiaries, you might allocate 50% to your spouse, 30% to your child and 20% to the charity. No matter how you divide a life insurance payout among beneficiaries, the percentages must add up to 100%.

Can you split a life insurance policy?

A split-life insurance plan is a contract used to show how life insurance will be shared among beneficiaries. Two types of split-life insurance plans include an economic benefit arrangement and a loan arrangement. Typically split-dollar life insurance plans are created by an employer and employee.

How to split life insurance?

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.

What is a split-dollar plan?

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.

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