Originally published in the July 2021 addition of the Defense Credit Union Council’s Alert Magazine
Brokers are innovative. At times they try to structure a plan and give a life insurance policy a new twist. Planting seeds and hoping they grow money is a dream that people chase throughout their lifetime. But we separate facts and reality from fiction. The IZALE team has a better approach than an SPIA for a Split-Dollar Loan plan which is designed to help, and how to reap a more robust financial harvest.
To learn more about the nuances of split-dollar loan design, read our published report. Find out how we can tailor an optimal plan to meet your objectives.