Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans| InFi #88
May 16, 2025 •Dr. Robert P. Murphy
2025-05-16 • 48 min
Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans
InFi: The Future of Finance
Play
Jay Rogers is Chief Revenue Officer and Steve Baillargeon is VP of Support Services at infineo. They join Bob to explain the LifeNotes Trust solution for institutional owners of split-dollar life insurance policies taken out on key executives. With pooled assets approaching $500 million in its first fund, the LifeNotes program provides more certainty and safety for both employer and employee than the original split-dollar plan.
Enter your email on the right to receive the infineo newsletter from our Chief Economist, Dr. Robert P. Murphy, & keep up to date with other infineo communications.
-1.jpg)
