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How to Rerrange 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: one with a need for insurance and another with the financial capability to pay for it. While the concept isn't new and is familiar to many students and advisors, some may not know it well if they lack a background in insurance or business planning. Historically, split dollar arrangements were widely used for retirement, death benefit, and estate planning until the IRS imposed regulations in 2003 due to concerns about its overuse. The discussion aims to clarify these concepts and their implications in financial planning.

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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.

Who pays the premiums in a split dollar plan?

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.

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 benefit of split dollar life insurance?

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 arrangement?

A Split Dollar arrangement is a plan in which a life insurance policys premium, cash values, and death benefit are split between two parties.

What are the disadvantages of permanent life insurance?

Three of the most common downsides to buying a permanent life insurance policy (mentioned below) are the costs of such policies, the possibility of the policies lapsing so no benefit is ever paid and the fact that they cannot be converted into another type of policy.

How does split dollar insurance work?

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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Rerrange Split Dollar Agreement