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Are Generational Split Dollar Plans Still Viable?

January 14, 2019

Generational split dollar plans remain an extremely powerful planning strategy that, even without the benefit of deep discounts, can address non-tax liquidity needs, and act as an estate freeze technique for the first generation.

To learn more, check out this article by Highland Capital Brokerage’s very own Robert Finnegan, J.D., CLU®, AEP®, that was published in the January 2019 edition of Estate Planning magazine.



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