December 13, 2022 @ 11:00 am – 12:00 pm

Advanced and Specialty Markets Spotlight Series


The Advanced and Specialty Markets Spotlight Series is designed using fixed index universal life (FIUL) insurance to help you grow your business through a series of webinars on sales-oriented, educational Life Advanced Markets concepts and strategies.

Join David R. Foster, Senior Director – Life Advanced Markets, for a high-level discussion about split-dollar life insurance arrangements.

We’ll discuss split-dollar life insurance arrangements, specifically covering:

  • Various split-dollar designs (collateral assignment, endorsement, private, intergenerational, reverse)
  • Income and estate tax implications of the various split-dollar arrangements
  • Advantages and disadvantages of split-dollar – When it may be an appropriate solution
  • Case studies – 1) Split-dollar as an executive compensation solution, 2) private split-dollar as a wealth transfer solution

Register today and reserve your spot to be a part of this impactful Advanced Markets virtual event.

We look forward to having you join us!