Split Dollar Agreement
SentTitle
Split Dollar Agreement
Stage
Sent
Fee
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Notes
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Email Threads
FW: Follow up Plan Document for Ryan's Split Dollar Plan
Hi Dan – I hope you are having a great week! I just wanted to provide an update here. We are still working on vesting timeline for this case and will keep you posted on that front. Please let us know
Mar 19, 2026, 1:05 PM
Notes
Sent draft to Angela and Michael, vesting schedule incomplete
Mar 23, 2026, 8:07 PM
Parties
Earnest Consulting Group Consultant
TruChoice Federal Credit Union Sponsor
Ken Acker Client
Required Documents
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Generate Engagement Letter
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