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Sep 17, 2018

Randy and guest, Richard L. Harris, CLU AEP©, get into an in depth discussion of the current legal considerations surrounding loan regime split dollar, especially in the multi-generational context. It’s a complicated time for these arrangements, which are still an exciting planning tool for people of high net worth. Listen in as Randy and Richard go into detail and help identify potential pitfalls so you can try to avoid future problems. Spoiler alert: involve an attorney!