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We are OM Financial Group

SERP 201 – A 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

Time

11/22/2022 3:00 pm ET

Location

Zoom

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.

A deep dive into Split Dollar plans along with the potential risks involved.

  • Reasons to offer a Split Dollar plan
  • Risks to the credit union and executive based on design and products utilized
  • Mitigation strategies