P rivate LifeComp LifeComp offers a separate sales and administrative package for private split dollar arrangements where no business entity is involved. For single life policies, Private LifeComp plans can shelter policy proceeds from the insured's estate while still providing cash value access to the insured's family. For survivorship policy solutions, Private LifeComp offers an exciting means of gift control if the full policy premium would exceed available exclusions. The accompanying administrative package ensures that the rollout can and will happen on schedule.
Specimen plan documents available for each design option.
Full illustration capability. Annual plan accounting. Automatic annual policy re-evaluation to monitor policy's progress relative to original plan objectives. Annual policy re-proposal when corrective measures are needed. 2000 Jefferson-Pilot Corporation.