Split-Dollar: Not Gone, Just Different

GT Shareholder Richard A. Sirus (CHI) was a panelist during the Pacific Life webinar, "Split-Dollar: Not Gone, Just Different," on Tuesday, June 15 at 11:00 AM CST. It’s been almost 20 years since the enactment of the Final Split-Dollar Regulations, which fundamentally changed split-dollar planning. Do split-dollar life insurance arrangements have a viable role to play in clients’ planning? What are the most popular split-dollar designs today? This webinar gave insight into split-dollar arrangements: a brief history, why there's been a shift from economic benefit to loan regime split-dollar, and how it works for executive benefit cases as well as estate planning cases.