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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 pool
Time: 47:48
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.
Watch the video version of this episode here: https://youtu.be/61JOyuhDaJY
Related:
- http://lifenotes.info
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Audio Production by Podsworth Media - https://podsworth.com
GUID: 88686cbf-53f7-439b-9612-0807966f7a48
Release Date: 17/05/2025, 00:30:00
