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The Post-Split Dollar World

How do advisors plan with life insurance in this supposedly post-split dollar world? The answer lies of course in a client's particular goals. But the options are relatively clear: Clients can use a combination of outright and deferred gifts of the premiums; employ private split dollar; turn to third-party premium financing; or buy life insurance in qualified plans. If we had to handicap these horses

How do advisors plan with life insurance in this supposedly post-split dollar world? The answer lies of course in a client's particular goals. But the options are relatively clear: Clients can use a combination of outright and deferred gifts of the premiums; employ private split dollar; turn to third-party premium financing; or buy life insurance in qualified plans.

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