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2019-01-10
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User friendly, simple easy to use. Makes sending and receiving documents easy and professionals .
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Nothing really. Easy way to handle PDF's.
What problems are you solving with the product? What benefits have you realized?
Getting documents signed.
2019-05-28
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2020-08-07
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2020-07-15
Correct Table in the Split Dollar Agreement Feature
The Correct Table in the Split Dollar Agreement feature provides clarity and organization for split dollar arrangements. With this tool, you can manage your agreements effectively, ensuring that all parties involved understand their contributions and benefits.
Key Features
Visual representation of the split dollar agreement
Easy updates and corrections to terms and conditions
Clear breakdown of contributions and benefits for all parties
User-friendly interface for quick navigation
Comprehensive reporting capabilities
Potential Use Cases and Benefits
Ideal for companies managing employee benefits and compensation plans
Support for estate planning professionals structuring financial agreements
Facilitates clear communication between policyholders and beneficiaries
Helps avoid disputes with transparency in contributions and payouts
Streamlines the management of complex agreements
This feature addresses your need for accurate and straightforward management of split dollar agreements. It simplifies complex arrangements, reducing the risk of misunderstandings. By using this tool, you ensure that every party knows their role and benefit, ultimately fostering trust and clarity in your financial agreements.
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What is the collateral assignment method of setting up a split dollar arrangement?
Under a loan arrangement, the employee is the policy owner, and the employer generally pays the premium. To ensure the employer is made whole, the employee grants an interest in the cash value and death benefit of the policy back to the employer through a collateral assignment.
What is the split dollar method of endorsement?
Split-dollar is a method for purchasing life insurance in which premium payments or policy benefits—or both—are divided in a predetermined way. The split is often between a business and an employee, although sometimes between two individuals or between an individual and a trust.
What is a split dollar arrangement?
In a split-dollar plan, an employer and employee execute a written agreement that outlines how they will share the premium cost, cash value, and death benefit of a life insurance policy. Split-dollar plans are frequently used by employers to provide supplemental benefits for executives and to help retain key employees.
What is the split dollar strategy?
A corporate split-dollar arrangement is a strategy where the costs and benefits of a life insurance policy are shared between an employer and an employee. In this case, it's used for executive compensation and retention.
What is the collateral assignment method?
A collateral assignment of life insurance is a method of securing a loan by using a life insurance policy as collateral. If you pass away before the loan is repaid, the lender can collect the outstanding loan balance from the death benefit of your life insurance policy.
Who owns the policy under collateral assignment method of split dollar?
Collateral Assignment Split-Dollar: You Own the Policy If you terminate the policy, the employer will be paid back for the premiums (or other predetermined amount) from the life insurance cash value, and you'll keep the rest. In this arrangement: You own the policy and designate your beneficiaries.
What is the difference between endorsement and collateral assignment split dollar?
Split-Dollar Life Insurance Arrangements In an endorsement arrangement, the employer (bank) owns the insurance policy and controls all rights of ownership; in a collateral assignment arrangement, the employee owns the policy and controls all rights of ownership.
What is a split dollar collateral assignment?
Non-equity collateral assignment split dollar plan The grantor lends the premium to the trust, and gifts funds to the trust equal to the economic benefit associated with the death benefit held in trust.
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