InFi: The Future of Finance

Dr. Robert P. Murphy

130 episodes
EP 88

Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans

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...

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. Related: - http://lifenotes.info
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About the Show

Where economics meets innovation

Hosted by Dr. Robert P. Murphy — American economist, author, and Chief Economist at infineo — InFi explores emerging trends in finance, life insurance, asset management, and technology.

Each week, tune in for dynamic discussions with business pioneers about the forces shaping modern finance. New episodes drop every Thursday.

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2023Since
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