How Split-Dollar Solutions Can
Help Minimize Clients’ Financial Pain

Amid Potential Tax Law Changes

Download your free, comprehensive resource kit now to explore benefits you can offer with split-dollar life insurance. Inside you’ll find:

  • Explanations of equity, non-equity, and private split-dollar life insurance, and which to match with each client
  • Breakdown of how costs are shared in the different types of split-dollar policies, with visual illustrations
  • Key incentives that split-dollar life insurance offers employees
  • Exactly how employers can recover the full cost of split-dollar life insurance policies for their employees
  • How private split-dollar life insurance navigates the intricacies of estate planning and tax law to retain more wealth for beneficiaries
  • 12 important considerations you need to know before offering split-dollar life insurance
  • And much more!

Help alleviate your clients’ fears amid potential tax law changes and offer an innovative solution that fortifies employee retention and protects personal wealth.

Split Dollar Resource Kit

I want to know how split-dollar life insurance can protect my clients!

Products issued by The Ohio National Life Insurance Company and Ohio National Life Assurance Corporation. Registered products are distributed by Ohio National Equities, Inc., Member FINRA. Product, product features and rider availability vary by state. Guarantees are based on the claims-paying ability of the issuer. Disability income insurance is not available in CA. Issuer is not licensed to conduct business in NY. ©2021 Ohio National Financial Services, Inc.


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