Ep. 88: Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans - podcast episode cover

Ep. 88: Explaining the LifeNotes Advantage for Split-Dollar Life Insurance Plans

InFi: the Future of Finance
May 16, 2025•48 min
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Episode description

Jay Rogers is Chief Revenue Officer and Steve Baillargeon is VP of Support Services at infineo. They join Bob to explain the LifeNotes Trust solution for institutional owners of split-dollar life insurance policies taken out on key executives. With pooled assets approaching $500 million in its first fund, the LifeNotes program provides more certainty and safety for both employer and employee than the original split-dollar plan.

Watch the video version of this episode here: https://youtu.be/61JOyuhDaJY 

Related: - http://lifenotes.info 

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Learn more about Infineo at: https://www.infineo.io 

Audio Production by Podsworth Media - https://podsworth.com 

 

 

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