Your Trimester June Sales Idea: Split-Dollar Arrangements

One of the hardest challenges for business owners is rewarding and retaining key employees. If you have business owner clients in your book, talk to them about split-dollar arrangements. This strategy enables the costs and benefits of a life insurance policy to be shared between two parties, such as an employer and an employee.

Show clients a split-dollar strategy that can offer an additional benefit to the key employees who are essential to their business. Activate this sales idea by using the sales kit on the Trimester Sales Strategies site.