United States:
Split-Dollar Life Insurance (Podcast)
11 September 2023
Duggan Bertsch
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Split-dollar life insurance is a strategy, not a product. It is
used in employer/employee arrangements and in estate planning.
Listen in when our host Mary Vandenack, CEO, Founder, and Managing
Partner at Vandenack Weaver Truhlsen, and Eyrka Morehead, President
and CEO of Collaborative Planning Group, Inc. discuss when to use
this strategy, how to know which regime is appropriate to use, if
it can be an employee fringe benefit, if it is a business exit
strategy, and more. This is a complicated strategy that requires a
strong policy services team so tune in to learn more.
DOWNLOAD TRANSCRIPT OF EPISODE
Originally published 20 June
2023.
The content of this article is intended to provide a general
guide to the subject matter. Specialist advice should be sought
about your specific circumstances.
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