[REPLAY] Executive Advantage North American’s Loan Split Dollar Using Life Insurance from North American

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Recorded 06/26/2024 

Key Takeaways from this webinar-

  • Identify key executives, employees, and C Corp owners who could benefit from this type of plan.
  • Get the request for proposal form filled out and sent to the advcasedesign@sfgmembers.com email address to request a customized case design.
  • Schedule a meeting with the North American Advanced Markets team to discuss opportunities to implement executive advantage loan split dollar plans.
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