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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.

 

 

 

 

 

 

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