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Ins and Outs of Split-Dollar Loan Rate and Product Risks | Burns-Fazzi, Brock BFB


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As credit unions look to recruit, reward, and retain their leadership in an increasingly competitive market, split-dollar plans emerge as an attractive executive benefit. Split-dollar plans have appealing tax advantages and, if properly structured and administered, can ultimately return all money spent, plus interest, back to your credit union.

Building on fundamental concepts learned in the first installment, “Ins and Outs of Split-Dollar Plans for Executive Benefits” webinar, Chris Burns-Fazzi continues the split-dollar discussion with “Loan Rate and Product Risks.” Learn the options for loan rates and how to evaluate them as well as ways to mitigate three major risks. The latest NCUA guidance and compliance for split-dollar will also be discussed.

Published in: Business
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