Do your clients want to leave a larger legacy while managing gift taxes?

With private split-dollar strategies, clients can minimize gift taxes, retain flexibility and control, and maximize the wealth they pass on to future generations.

Private split-dollar arrangements offer an efficient way to transfer wealth using life insurance in an irrevocable life insurance trust (ILIT). This strategy may be ideal for clients who:

• Have reached their lifetime gift tax exemptions or annual exclusion limits.

• Prefer not to use these exemptions to cover life insurance premiums.

With private split-dollar strategies, clients can minimize gift taxes, retain flexibility and control, and maximize the wealth they pass on to future generations.

Learn more about how this strategy works in our Private Split-Dollar Strategies Brochure.

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