Try treating a split dollar plan like an executive bonus arrangement that turns over control of money paid to the executive only according to the terms of an agreed upon “vesting-like” schedule.
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Providing a needs-based analysis to customers helps them understand how life insurance can work for them and their families. Three-quarters of shoppers who received a needs analysis bought life insurance.
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There are many ways you can get coverage to protect your family’s financial future and minimize risk to your retirement savings.
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Final Expense Life Insurance can ensure funds are available when they’re needed.
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