How do advisors plan with life insurance in this supposedly post-split dollar world? The answer lies of course in a client's particular goals. But the options are relatively clear: Clients can use a combination of outright and deferred gifts of the premiums; employ private split dollar; turn to third-party premium financing; or buy life insurance in qualified plans. If we had to handicap these horses in the race for the payment mechanism of choice, premium financing seems to be fast ...

All Access Premium Subscription

Your subscription will include 12 months of Trusts & Estates magazine, access to premium content on WealthManagement.com, and Trusts & Estates plus iPad app.

Already registered? here.