Learn how to bring split-dollar arrangements into your next business owner conversation.
Learn how to bring split-dollar arrangements into your next business owner conversation.
Learn how to bring split-dollar arrangements into your next business owner conversation.
When a key employee leaves, the business absorbs the cost—lost client relationships, a valuation hit, and sometimes a new competitor. Split-dollar arrangements give advisors a way to structure retention benefits with vesting and forfeiture terms, using a life insurance policy the business may already need for key person protection.
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