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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.