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Today's Split Dollar

The final split-dollar regulations that were effective as of Sept. 17, 2003 (T.D. 9092) became the operative guidance for arrangements that either were implemented after this date or that existed before Sept. 17, 2003 but were materially modified thereafter.1 Despite the complexity of these regulations, clients still can use split dollar to efficiently finance the premiums for substantial amounts

The final split-dollar regulations that were effective as of Sept. 17, 2003 (T.D. 9092) became the operative guidance for arrangements that either were implemented after this date or that existed before Sept. 17, 2003 but were materially modified thereafter.1 Despite the complexity of these regulations, clients still can use split dollar to efficiently finance the premiums for substantial amounts of life insurance.

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