REBA and template participation agreement

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REBA and template participation agreement

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Active

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Email Threads

Engagement Letter Request - Renee Jensen (Snoqualmie Valley Healthcare)

Hi Eric, I was drafting this plan and came across a structural issue we should address. Because Renee owns the policy, the death benefit repayment to SVH during employment would bring this into loan-

Mar 19, 2026, 5:35 PM

Notes

Emailed Eric re: LRSD implications, suggested EBR

Mar 19, 2026, 5:36 PM

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