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Andrew Rinn, JD, CFP, CLU, ChFC

Andrew Rinn, JD, CFP, CLU, ChFC is the Assistant Vice President of Advanced Strategies at Sammons Financial Group.

Recent posts by Andrew Rinn, JD, CFP, CLU, ChFC

4 min read

Loan Split Dollar - A Renaissance in the Making?

By Andrew Rinn, JD, CFP, CLU, ChFC on Apr 1, 2025 11:37:35 AM

Loan split dollar remains one of those advanced market strategies that engenders two distinct reactions among financial professionals. One reaction sees nearly unlimited opportunity in the executive business market, while another relegates this concept to the esoteric and inapplicable. Though the latter reaction may be natural for those still stuck in an early 2000s mindset, today’s financial professionals would be remiss if they didn’t seize this impactful strategy and place it in their executive benefit toolkit.

The particulars of this technique (sometimes called collateral assignment split dollar) are beyond the constraints of this piece, but a synopsis of the “Why” behind loan split dollar will help to explain the rationale and provide a brief review of this executive benefit strategy.

Topics: Advanced Planning Centers of Excellence

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