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Save Split Dollar Agreement in PDF

Save Split Dollar Agreement in PDF

Aug 6th, 2022

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How to Save Split Dollar Agreement in PDF

4.7 out of 5

6 votes

Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique that involves a partnership where one party has a need and another has the financial means to fulfill that need. This method was commonly used before 2003 for retirement, death benefit, and estate planning. However, the IRS intervened, citing that split dollar life insurance was being overutilized, which led to changes in regulations. The discussion aims to provide insight and clarity for those less familiar with the concept, particularly for students without a background in insurance or business planning.

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