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.
*Split-Dollar Insurance is not an insurance policy; it is a method of paying for insurance coverage. The arrangements are subject to Split Dollar Final Regulations that apply for purposes of federal income, employment and gift taxes, depending on who owns the policy.