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We are OM Financial Group

SERP 201 – Deep Dive Into Split Dollar Life Insurance Options and Risks

Our Speakers

Bruce Smith
Bruce D. Smith, CFA,
Senior Partner,
OM Financial Group
Christopher Jones
Chris Jones, ChFC, CLU, CFP,
Senior Partner,
OM Financial Group


10/14/2021 2:00 pm ET



To register: Please click ‘Register Now’ above and fill out the form. We will forward the Zoom link after we receive your request.

If none of these dates work for you - no problem! We would be glad to schedule a custom time and date for the presentation. Feel free to share the schedule with anyone you think would benefit from participating.

The current interest rate environment is negatively affecting all retirement plans. Specifically – split dollar, whole life and index universal life (IUL) plans are being affected by the dividend and reduced cap rates.

Join Chris Jones and Bruce Smith for an informative webinar as they share their years of experience and cover:
  • Aspects of credit union oversight of a SERP plan
  • Risks to the credit union and the executive based on the various Split Dollar SERP designs and products utilized
  • Mitigation strategies should any material weaknesses in design or product performance be uncovered

Participants will be offered a complimentary stress test analysis of their current plan.