Split-Dollar Plan Overview
Obtaining Life Insurance on an Executive.
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Retaining key talent with life insurance.
To help illustrate how a Split-Dollar strategy works, Mezrah Consulting created the following example:
Mezrah Consulting has proposed the utilization of a split-dollar group term carve-out plan (replace all group term life insurance over $50k) whereby a 2x salary life insurance benefit is provided to the participants by way of an endorsement split-dollar arrangement.
