by Feminella, Amy | Sep 12, 2021 | Bank advisors, Compensation Advisors, Insights, News
Key Points When it comes to a key executive’s retirement income, well-planned compensation ensures that they don’t put all their eggs in one basket. Bank‑Owned Life Insurance (BOLI) is one way to diversify retirement income. BOLI creates a tax-advantaged increase in...
by Feminella, Amy | Apr 14, 2021 | Credit Union Advisors, Insights
Loan regime split dollar, also known as collateral assignment split dollar, has become a very popular deferred compensation arrangement for credit unions and nonprofit executives. When structured appropriately split-dollar plans are relatively flexible and have...
by Feminella, Amy | Dec 29, 2020 | Credit Union Advisors
Are you aware most of the risk in your loan regime split dollar plan is during your retirement years, which may be too late to do anything about it? Have you considered investing in split-dollar life insurance as a viable option for your future? If so, it’s important...
