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Split dollar arrangements are a way for a business to help the business owner or key employees of the business acquire permanent life protection. It is also a way for an individual to assist another person (or trust) with the costs of acquiring a permanent life insurance policy.
Click on the video button to learn more about how split dollar loans work.
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Split Dollar Loan for an Owner (Powerpoint)
Review the strategy of providing benefits to the owner of a corporation through a split dollar loan agreement.
This presentation lets you take a journey through the benefits of using business funds to secure personal benefits. You have the opportunity to review:
- Retirement funding shortfalls
- The difference between taxable, tax deferred and tax free growth
- An executive benefit decision tree which will help you identify the executive benefit program that may be most appropriate based on the answers to just a few questions.
National Life Group Agents
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