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Advantages of Cash Value Life Insurance

A split dollar plan allows business owners to accumulate retirement income tax-free, making it an attractive offer for both themselves and their employees. This program is beneficial for the following reasons:

  • Attracts, rewards and retains key employees
  • Provides tax-deferred growth
  • Income tax-free retirement income
  • Income tax-free death benefits to heirs
  • Relatively easy to establish (IRS approval not required)
  • Ability to spend company money to buy personal life insurance
  • Maintains its interest rate at the establishment, even if interest rates rise

Please use the form to review our case study over this strategy:

Split Dollar Case Study