Split Dollar Life Insurance Webinar for Nonprofits

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ATLANTA, Oct 07, 2021 (GLOBE NEWSWIRE) – Monte Harrick, Retired Senior Vice President, Fulcrum Partners, a OneDigital Company, to Host an Open Webinar on Using Shared Dollar Life Insurance as a Business Strategy effective in rewarding employees while increasing the likelihood of employee retention. The webinar will take place on Tuesday, October 19, 2021 at 11:00 a.m. Pacific Time / 2:00 p.m. Eastern Time. Registration is available at fulcrumpartnersllc.com/split-dollar-webinar/ or on the company blog News on deferred compensation.

The webinar will highlight strategies of particular interest to nonprofit organizations, including nonprofit credit unions and nonprofit healthcare. The use of split dollar life insurance, however, is equally relevant for for-profit businesses, S bodies, and as a component of succession planning for family businesses. All interested parties are welcome to attend the educational event.

Joining Harrick on the webinar will be attorney Mark Grushkin, partner Littler Mendelson. Grushkin will provide information from a legal perspective based on his more than 30 years of experience, much of which has focused on employee benefits, including deferred compensation strategies.

“A split dollar arrangement can be a stand-alone benefit for the employee,” explained Harrick, “or the organization may choose to combine it with an unqualified deferred compensation plan (NQDC). Especially today, as companies competitively seek to attract and retain key talent, a shared dollar life insurance policy can be a powerful incentive to boost long-term employee engagement.

Early registration for “Shared Dollar Life Insurance: An Alternative Deferred Compensation Strategy” is encouraged as online viewing will be limited to the first 100 registrants. Registrants who are unable to attend will receive a link to download the educational webinar video after the event.

To learn more about other strategies organizations and leaders can use to create creative and tax-efficient retirement savings and employee rewards, sign up for News on deferred compensation. You can also contact any member of the Fulcrum Partners national team at fulcrumpartnersllc.com/fulcrum-partners-team.

About Fulcrum Partners, a OneDigital company

Fulcrum Partners (fulcrumpartnersllc.com). With a team of experienced industry professionals with diverse skills, focused experience and deep expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital company, focus on an integrated approach to plan design, funding and administration for executive benefit programs. Originally founded in 2007, the company is today part of the consulting firm OneDigital and has employee benefits consulting offices in Atlanta, Georgia; Chicago, Illinois; Charleston and Bluffton, South Carolina; Columbus and Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Los Angeles and Newport Beach, California; Portland, Oregon; Salt Lake City, Utah and Washington DC

About OneDigital

OneDigital is a leading strategic consulting firm in the United States and has been a constant ally in the workplace for 20 years. OneDigital’s ability to converge health, wealth and human resources into a business advisory and service hub has enabled companies to create workplaces that attract and retain talent while fueling innovation and growth. of the company. As the health, wellness, and benefits at work of employees continue to change, businesses of all sizes have relied on OneDigital’s consulting teams for advice and its adjacent services, including employee benefits, holistic HR services, retirement and wealth management, employee welfare and pharmacy consulting. Based in Atlanta, OneDigital’s more than 100 offices and more than 2,400 business strategists serve the needs of more than 60,000 employers across the country.

OneDigital has been named to Inc. 5000’s list of the fastest growing U.S. companies each year since 2007, one of 11 companies to do so. Currently ranked 18th on America’s Top 100 Business Insurance Brokers list, OneDigital’s in-depth analysis capabilities and experienced advisors deliver insights that reduce business risk and improve plan design and performance. For more information, visit www.onedigital.com. Investment advice offered by OneDigital Investment Advisors, an SEC-registered investment adviser and a wholly owned subsidiary of OneDigital.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied upon, accounting, legal or tax advice. Any tax advice contained in this document is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated in this document.

Securities offered by Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered by CapAcuity, LLC; Lion Street Advisors, LLC (LSF) and Valmark Advisers, Inc. (VAI), each an investment advisor registered with the SEC. Please refer to your investment advice contract and the ADV form information provided to you for more information. VAI / VSI, LSF and CapAcuity, LLC. are unaffiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise specified, VAI / VSI, LSF are not affiliated, associated, authorized, endorsed by, or officially related in any way whatsoever with any other company, agency, or government agency identified or referenced in this document.


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