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Send Split Dollar Agreement via SMS

Send Split Dollar Agreement via SMS

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Aug 6th, 2022

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Straightforward guide on the way to Send Split Dollar Agreement via SMS

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Follow these simple steps to Send Split Dollar Agreement via SMS using DocHub:

Log in to your profile or sign up for free using your Google profile or email address.
Choose a file you need to upload from the computer or integrated cloud storage service (Box, Google Drive, or OneDrive).
Access DocHub advanced editing features with a user-friendly interface and edit Split Dollar Agreement in accordance with your needs.
Send Split Dollar Agreement via SMS and save changes.
Very easily correct any mistakes prior to going forward with your document export.
Download, export and deliver or quickly share your document with your co-workers and clients.
Come back to your document or create Templates to optimize your productivity

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How to Send Split Dollar Agreement via SMS

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In this video, Jamie Hopkins and Steve Parrish discuss the planning technique known as split dollar life insurance. Split dollar life insurance is designed for situations where one party has a financial need, and another party can cover the costs. Although many students and advisors are familiar with this concept, it may be new for some who lack a background in insurance or business planning. Historically, split dollar arrangements were commonly utilized for retirement, death benefit, and estate planning until changes were made by the IRS in 2003 due to concerns over its excessive use. The discussion aims to clarify the background and applications of this financial strategy.

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