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concept-piece-download-70006-lum-sum-deferred-bonus-plan

If aging business owners want to retain a key non-owner employee, a substantial lump-sum bonus tied to life insurance can be the solution. The business owns a policy on the employee and pays premiums, then enters an endorsement split-dollar agreement with the employee.

Published: January 17, 2023
Tracking Code: 70006
Business Line: Advanced Planning
Category: Business Owners
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