High Net Worth Estate Planning Series

Split-Dollar Life Insurance

Eryka Morehead

 CEO of Collaborative Planning Group Inc.

June 20, 2023

Split-dollar life insurance is a strategy, not a product.  It is used in employer/employee arrangements and in estate planning.  Listen in when our host Mary Vandenack, CEO, Founder, and Managing Partner at Vandenack Weaver Truhlsen, and Eyrka Morehead, President and CEO of Collaborative Planning Group, Inc. discuss when to use this strategy, how to know which regime is appropriate to use, if it can be an employee fringe benefit, if it is a business exit strategy, and more.  This is a complicated strategy that requires a strong policy services team so tune in to learn more.