Would you like to enjoy the benefits of permanent life insurance at lower costs-and gain a powerful employee retention tool besides? SEFCU’s split dollar life insurance offers the opportunity to share policy benefits and expenses with key employee. Both of you obtain permanent insurance at more affordable rates, while gaining a hedge against future insurability concerns. That provides an incentive for successful employees to stay with your company long term; at the same time, you maybe able to use the policy’s cash value to meet business needs.

 

Because split dollar plans involve more than one person, it is important to get coverage from an institution that is sensitive to individual needs and, most importantly, to the tax and legal implications of each plan option. That makes SEFCU the smart choice. Call our insurance professionals at 518-786-9905 or 888-250-6689 (outside the 518 area code), or e-mail agent@sefcuinsuranceagency.com. to find out about how split dollar insurance can benefit you – and those who work for you.