by H. David Wright | Oct 31, 2024 | Blogs
Split-dollar plans are a sophisticated financial tool used to provide life insurance benefits to key executives while allowing organizations to recover their costs. Given the complexity and long-term nature of these arrangements, it’s crucial to understand the legal...
by H. David Wright | Oct 31, 2024 | Blogs
Navigating the world of insurance can be complex, especially when it comes to advanced strategies like split-dollar plans. These plans offer unique benefits for both the organization and the executive, making them a valuable tool in financial planning and...
by H. David Wright | Oct 31, 2024 | Blogs
When it comes to split-dollar plans, product selection is crucial for ensuring that the plan meets both the organization’s and the executive’s goals. These plans involve choosing life insurance policies that align with the parties’ risk tolerances and financial...
by H. David Wright | Oct 31, 2024 | Blogs
In the realm of supplemental executive retirement plans (SERPs), the strategic decisions an organization makes can significantly impact its ability to attract, retain and reward top executive talent. Think of this process as crafting the perfect recipe. Each...
by H. David Wright | Jun 25, 2024 | Articles
As not-for-profit organizations strive to attract and retain top talent, offering competitive benefits packages is essential. However, in the current climate of higher interest rates and evolving projections, transparency becomes paramount. The Importance of...
