Jump to content

Recommended Posts

Posted

For split-dollar plans, some insurance carriers apparently have added a term rider for two years after a withdrawal, issued at rollout, which maintains the death benefit in the plan. This was an attempt to sidestep the application of Section 7702(f)(7)(E), and delay the cashing out the plan. Any comments on this practice?

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

Terms of Use