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Event Date Tue Mar 31 EDT (almost 2 years ago)
Region All

Intergenerational split dollar is a means for a family member with significant assets to pay for life insurance on the life of a family member with lesser wealth. Typically Generation 1 (grandparents) pays for life insurance insuring Generation 2 (children) for the benefit of Generation 3 (grandchildren). The session will cover all the information you need to determine the suitability of an intergenerational split dollar plan for your clients, in light of relevant regulations and recent Tax Court activity.

You will learn:
• Mechanics of intergenerational split dollar
• Different plan design options
• Tax implications of the plan
• Target market for the plan


2020 Speaker

Mark T. Brumbaugh, JD
Senior Consultant, Business Resource Center for Advanced Markets

Sponsors & Partners

2020 Partners

• Mass Mutual
• Principal
• StateFarm
• Thrivent Financial
• Lincoln Financial Group
• ASH Brokerage
• American Cancer Society
• Coventry
• Covisum
• Guardian