It is not often a business can offer its employees a benefit that in the long run costs little or nothing. Split-dollar life insurance is a clever way to allow management to provide a key worker ...

Our team collected more than 60,000 sample quotes from life insurance companies using unique user profiles to give readers an accurate view of pricing across competitors. We gather quotes for ages 18 ...

On the surface, split-dollar life insurance is easy to understand. Digging into the legal and tax considerations of such a plan sheds light on the inherent complexities. In a previous post, I dove ...

Executive retention is now at an inflection point as businesses seek to reward and recruit highly valuable employees. Recent economic events have accelerated businesses’ need to hold on to their best ...

In 2017, practitioners operated in a global economy, faced with high-net-worth clients who lived abroad and sought life insurance options to meet their estate and tax planning needs. Practitioners ...

In the Spotlight is a Fresno Bee series that digs into the high-profile local issues that readers care most about. Story idea? Email [email protected]. When Valley Children’s Hospital publicly posted ...

For an employer, split-dollar life insurance plans can be a useful way to attract and retain key hires. For employees, split-dollar plans can be a valuable estate-planning vehicle for employees ...

Split-dollar insurance is an agreement between two parties to allocate between them the costs and benefits of a life insurance policy. It is not a particular type of life insurance policy. When ...

A recent Tax Court decision in De Los Santos v. Commissioner illustrates the complexity of split-dollar life insurance arrangements. Taxpayers who participate in these or other types of life insurance ...