Whitepaper

Maximize wealth transfer with split-dollar arrangements

Estimated 4m read
Whitepaper

Maximize wealth transfer with split-dollar arrangements

Whitepaper

Maximize wealth transfer with split-dollar arrangements

Estimated 4m read
Whitepaper

Maximize wealth transfer with split-dollar arrangements

Estimated 4m read
Whitepaper

Maximize wealth transfer with split-dollar arrangements

Estimated 4m read
Whitepaper

Maximize wealth transfer with split-dollar arrangements

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By Modern Life
August 2, 2024
By Modern Life
Aug 2, 2024
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Summary
1
How split-dollar arrangements can provide flexibility and control over premium payments and policy ownership.
2
The differences between two private split-dollar structures, their unique advantages, and tax implications.
3
How to efficiently utilize gift tax exclusions and generation-skipping transfer tax exemptions.
3

Discover how private split-dollar arrangements can significantly improve your clients' wealth transfer strategy. Gain practical knowledge about how split-dollar arrangements can provide tax optimization, flexibility, and tailored solutions to meet the diverse needs of high-net-worth clients.

All registrants will receive a calendar invitation and link to join the webinar via Zoom. Can't make it live? Register anyway and we'll send you a recording of the presentation the next day.

What you’ll learn
1
How split-dollar arrangements can provide flexibility and control over premium payments and policy ownership.
2
The differences between two private split-dollar structures, their unique advantages, and tax implications.
3
How to efficiently utilize gift tax exclusions and generation-skipping transfer tax exemptions.
4
A simplified life insurance journey for advisors and clients
Our proprietary technology and brokerage experts can transform your practice.

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See how we provide advisors with advanced technology, unmatched support and the advice of the country’s top insurance experts.

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