iPipeline CIS / Advanced Sales

Dynamic Duo

The "Dynamic Duo" informally combines, but does not link, a Split-Dollar plan with a Non-Qualified Deferred Compensation plan. The Dynamic Duo sale assumes that the needs of the employee and the employer change during an employee's life.

The Dynamic Duo module answers the question: What shall we do with the employer's portion of the cash value under the Employer-Owned Split-Dollar plan? During the working years, Dynamic Duo uses the Employer-Owned Split-Dollar concept; the employee's retirement initiates the Non-Qualified Deferred Compensation portion.

For further information please contact our sales team…
call 800-758-0824 and select option 2
or email sales@ipipeline.com.