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Allianz – Join David Foster, Senior Director – Life Advanced Markets, for a high-level session on Split Dollar

December 13, 2022 @ 9:00 am - 10:00 am

Join David Foster, Senior Director – Life Advanced Markets, for a high-level session on Tuesday, December 13 at 10:00 – 11:00 a.m. Central time.

We’ll cover split-dollar life insurance arrangements, specifically covering:

  • Various split-dollar designs (collateral assignment, endorsement, private, intergenerational, reverse)
  • Income and estate tax implications of the various split-dollar arrangements
  • Advantages and disadvantages of split-dollar – When it may be an appropriate solution
  • Case studies – 1) Split-dollar as an executive compensation solution, 2) private split-dollar as a wealth transfer solution

Register now to reserve your spot at this webinar, a part of our Advanced Markets Specialty Spotlight Series.

Details

Date:
December 13, 2022
Time:
9:00 am - 10:00 am
Website:
https://web.cvent.com/event/17ba45f6-d2d7-4e66-a37f-d2b0a83426ca/regProcessStep1