by Mark B. Kostrzewski | Jul 15, 2021 | Collateral Assignment Split-Dollar Plans, Credit Union Retirement Benefits, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
When it comes to creating customized incentive/retention arrangements, some companies have their hands tied behind their backs. Companies without available stock options or other types of equity are at a disadvantage when it comes to high quality talent. Obviously...
by Mark B. Kostrzewski | Jun 22, 2021 | Post Covid Financial Plan, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
We’ve talked a bit on the blog here before about Split-Dollar plans, and how many high income earners are supplemented and multiplied with executive benefits packages like Split-Dollar. NCAA football coaches for example, often are the recipients of the benefits...
by Mark B. Kostrzewski | Aug 27, 2020 | Split Dollar Plans WNY
A Split Dollar arrangement is a sophisticated financial planning strategy that helps fund payment of life insurance premiums. Throughout this blog we will continue to touch on various ways that Split Dollar plans can be used. We always recommend filling out a quick...