Principal® Loan Split Dollar is a solution that can help your business clients recruit, reward, retain and retire select key employees.
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One solution with multiple benefits

Principal® Loan Split Dollar is a solution that can help your business clients recruit, reward, retain and retire select key employees. It offers survivor benefits and low, out-of-pocket costs for the key employees while providing cost recovery options for the employer.

Tax Cuts and Jobs Act sales opportunity

This benefit works particularly well to provide benefits to key employees in the tax-exempt (non-profit) market place (e.g., state universities, foundations, etc.) where keeping compensation levels below $1 million is important.

Why Principal?

Talk to your clients about how Loan Split Dollar can help them achieve their business goals. This plan comes complete with the services you’ve come to expect from Principal, including consulting services before the sale and administrative services after the sale.

Contact a member of the 3 Mark Sales or Marketing Team for more information at 888-533-6275. 

Start the conversation

Learn more: Visit our Loan Split Dollar website

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