by Martin M. Shenkman, CPA, JD, MBA and Richard L. Harris, CLU, AEP Introduction to Split-Dollar A Split-dollar arrangement is a way of funding the purchase of life insurance between two parties. It is not an insurance policy....
Insurance: September 2008 Archives
By David A. Wexler, CLU, ChFC At a recent life insurance industry convention, two pundits were debating the pros and cons of the Investor Owned Life Insurance - known as IOLI - transaction (also known as Speculator initiated Life Insurance...
Continue reading "The IOLI, SPINLIFE, STOLI transaction, what is it and is it good for your client?"
Martin M. Shenkman, CPA, JD, MBA and Richard L. Harris, CLU, AEP Introduction to Split-Dollar A Split-dollar arrangement is a way of funding the purchase of life insurance between two parties. It is not an insurance policy. In split-dollar,...
Continue reading "Split-Dollar Arrangments for Life Insurance - An Overview"