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BEPC Webinar: Split the Policy and Spare the Dollar
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When: Thursday, April 25, 2019
From 12:00 PM to 1:00 PM
Contact: Melissa Striharsky
(978) 364-5170

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BEPC Webinar:
Split the Policy and Spare the Dollar: Everything you always wanted to know about Split Dollar Life Insurance but were afraid to ask



Webinar Description:

This webinar provides the planning opportunities available using split dollar life insurance, starting with the Split Dollar Regulations which provided the two regimes available and which to use when. Followed by drafting split dollar agreements, amending and terminating agreements, design concepts with examples and a planning update.




Janice Forgays, Attorney, PRW Wealth Management, LLC

   Ken Masters, Director, Winged Keel Group



Registration requires two steps. First, register via the event website. Once your registration is received, you will receive an email confirmation with a link to complete step two of the registration process via GoToWebinar. Your registration is incomplete until you register via GoToWebinar. Once you register via GoToWebinar, you will receive a final confirmation email with the details on connecting to the live presentation on April 25, 2019 from 12:00 PM - 1:00 PM. Please reach out to with any questions.  

Category of Track: Insurance (I)
Level of Track: Technical

To view the full list and descriptions for BEPC Educational Tracks, click here.