Ep. 88: Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans
May 16, 2025
47:48
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Jay Rogers is Chief Revenue Officer and Steve Baillargeon is VP of Support Services at infineo. They join Bob to explain the LifeNotes Trust solution for institutional owners of split-dollar life insurance policies taken out on key executives. With pooled assets approaching $500 million in its first fund, the LifeNotes program provides more certainty and safety for both employer and employee than the original split-dollar plan.
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