GAC Luncheon – Split Dollar Plans: When Should You Refinance?

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GAC Luncheon – Split Dollar Plans: When Should You Refinance?

Tuesday March 1, 2022, 11:45am–12:45pm ET

Split Dollar Plans: When Should You Refinance?
Tuesday, March 1
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Split Dollar Plans are a standard retention tool for executive benefit programs. The excellent benefits to both the executive and the credit union have driven increased adoption (and satisfaction!) in recent years. A well-designed and managed Split Dollar Plan takes into consideration changes that will occur interest rate environment. However, as interest rates drop, it may be advantageous to refinance the Split Dollar Loan. Or is it? This session will discuss the implications of refinancing the loan and at what point it makes good financial sense.

Speaker: Jeremy DeBruin, Vice President at Gallagher Executive Benefits

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Jeremy DeBruin, Vice President, Executive Benefits

Jeremy DeBruin has more than 15 years of experience in the financial services industry, specializing in the design and implementation on nonqualified executive benefit plans. Jeremy consults with executives and boards to develop strategic benefit programs that focus on retaining, attracting, and rewarding their key people. Jeremy is a published author and national speaker at credit union industry events. In 2016 he presented “Executive Benefits: Top Three Trends” at both the NAFCU Board of Directors and Supervisory Committee Conference and the Moss Adams Credit Union Conference. He earned a Bachelor of Science in Business Economics from the University of California—Los Angeles, and holds FINRA series 7 and 63 licenses. Jeremy lives in Northern California with his wife and three children.