CEO / Executive Leadership: Retirement and Succession Planning:

It's Never Too Early It's Never Too Late

Jim Hebets, President of The Hebets Company provides you with comprehensive insight into The Loan Regime Split Dollar alternative retirement benefit. He compares and contrasts this type of benefit to other alternative retirement benefits such as a 457(f) / SERP. Jim showcases how this plan sits on your books as an interest accruing asset rather than an expense and a liability. Jim also explains in detail how a Loan Regime Split Dollar benefit can be used to efficiently “Catch-Up” your leadership staff  for missed retirement contributions with a fully cost recovered tax-free retirement benefit. When done well, this may be “transformational” for both the executive and the enterprise.

In this video you will learn:

The distinctions between Loan Regime Split Dollar and 457(f) / SERP
The pros and cons of each alternative from the perspective of the enterprise
The pros and cons of each alternative from the perspective of the participant
The road map from education to execution
  • This field is for validation purposes and should be left unchanged.