Why Split Dollar Still Matters

Library

Webinar

Why Split Dollar Still Matters

August 2018

Most executives are surprised to learn that split dollar plans have been around for at least 75 years. Several IRS rulings have been issued in that time, confirming that split dollar has been well-considered and well-debated for decades. Split dollar plans are an important component in executive benefit programs, yet easily misunderstood. This webinar will provide an overview of split dollar plans, NCUA regulations, how it works in different rate environments, critical decision points, and more.

Download Handout

Photo: Tyler Talbot
Expert Presenter

Tyler Talbot, Regional Vice President, BFB Gallagher

Tyler Talbot consults with organizations on protecting their human capital using tax-advantaged executive benefit plans. He works closely with executives and boards across the country to define their strategic vision, then develops customized solutions to support their goals. Tyler also helps organizations manage their benefit liabilities and optimize their investment portfolios. His expertise is in the tax code for nonqualified and executive benefit plans for tax-exempt entities.

Tyler has a Bachelor of Science in Public Relations from Weber State University. He is based out of our South Ogden, Utah office.