Custom Benefit Packages for Universities
OM Financial Group specializes in creating unique, innovative and customized benefit packages for universities. Life insurance provides an investment vehicle to design what is known as a Collateral Assignment Split Dollar (Split Dollar) Supplemental Executive Retirement Plan (SERP). Gaining popularity in the collegiate space, SERPs are a great tool to help recruit, reward and retain key leadership throughout the school including the athletic department.
Split Dollar
Benefits to the University
Split Dollar
Benefits to the Plan Participant
Administrative Leadership | Athletic Directors | Coaches
Split-Dollar Plans Demystified
OM provides educational webinars regularly to help the industry evaluate, implement and service these plans. During this webinar, we provide an overview of