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Didn’t Split Dollar Life Insurance Plans Go Out With “High Button Shoes”?

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The renaissance of Split Dollar using loans as leverage can present an excellent opportunity to solve a number of issues facing executives today. As Bob Birdsell illustrates, this leverage allows participants to invest in the S&P that contains downside risk protection. And the only cost to the participant is the tax cost on the imputed interest tied the short term AFR and his/her cash contribution.


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