Lump Sum Deferred Bonus Plan
Published: April 18, 2022
Tracking Code: 70006
Business Line: Advanced Planning
Category: Business Owners

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.

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