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Save Split Dollar Agreement in DOC

Save Split Dollar Agreement in DOC

Aug 6th, 2022

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How to Save Split Dollar Agreement in DOC

4.8 out of 5

29 votes

Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique that combines a need for life insurance with another party's ability to finance it. This concept, which many financial advisors and students may not fully understand, has historical roots in retirement, death benefit, and estate planning. However, significant regulatory changes were imposed by the IRS in 2003 due to its overuse, prompting a reevaluation of how split dollar arrangements are utilized.

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