Split Dollar Is the Key to Unlocking Big Cases
Speakers: Jon Whitacre
Year: 2019
Body of Knowledge:
Business Planning,
Non-Qualified Executive Compensation Arrangement,
Split Dollar
Competence: Sales |
Level: Broad |
Session Rating: 4.56
Split dollar has been talked about and implemented for decades. However, recent changes in tax laws combined with falling interest rates make this tried-and-true strategy more popular than ever. Learn how other advisors are using split dollar to unlock big cases in the corporate, private, and not-for-profit areas.
3 session takeaways:
1. How to spot split dollar opportunities with C corporation shareholders, high net worth individuals, and not-for-profit executives.
2. The few simple concepts (rather than legal jargon) that will allow you to explain the power of these techniques to anyone.
3. The support available to you to present, explain, and close your next big case.