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
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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.
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