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Principal: Loan Split Dollar in 2019
November 5, 2018 @ 10:30 AM - 11:00 AM
Principal Learning Network
November 5, 2018
10:30 – 11:00 a.m. (Central)
To Participate: 866-599-9219
Password: Focus
Loan Split Dollar in 2019
• Phil Hayne, J.D*, CLU®, Director, Business and Advanced Solutions
• April Caudill, J.D*., CLU®, ChFC®, AEP®, Director, Business and Advanced Solutions
• Dave Kingery, CLU®, ChFC®, Assistant Technical Director, Business Market Administration
Call objectives
• Learn how Principal® Loan Split Dollar can help meet your business owner clients’ goals.
• Understand the essentials of how loan split dollar works.
• Learn how our Business Market Administration team can help you implement a successful loan split dollar arrangement.
If you need additional help after the call, contact your Regional Vice President or call the Business and Advanced Solutions Hotline at 833-803-8345.