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How to Type Split Dollar Agreement

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In this video, Jamie Hopkins and Steve Parrish discuss split dollar life insurance, a planning technique that may be familiar to some but not all viewers. Split dollar life insurance involves a partnership where one party has a financial need, and the other has the ability to cover costs. Traditionally used for retirement, death benefit, and estate planning, the technique saw changes after 2003 when the IRS put regulations in place due to its overuse. The conversation aims to clarify the concept and its applications in planning.

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What are types of split dollar plans?

There are 2 types of split dollar plans. Collateral assignment / loan regime. Endorsement split dollar / economic benefit regime.

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.

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.

Is a split dollar plan a buy sell agreement?

Business partner-owned: small business partners or closely held businesses may include a split-dollar contract in their buy-sell agreement, which dictates what happens if one owner exits the business.

What is a split dollar agreement?

What is a Split Dollar Program? 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 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 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.

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.

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