Executive Benefits

Given the current competitive business environment, we believe that an executive benefits program is essential in recruiting top tier talent who will contribute to your company’s growth and profitability. A well-designed and implemented executive benefits program provides incentives that help attract new executives and retain talent over time.

We design, implement, and administer executive benefit plans that enable you to selectively reward key employees and top executives of your business. Our cost-efficient executive benefit plans supplement restrictive qualified retirement and group insurance plans. Our programs are designed to help meet the personal needs and goals of executives within the context of the overall corporate financial goals of your business.

Employee stock options and programs like 401(k) plans are a good start, but they may not meet the financial expectations of the most talented executives. Our belief is that executive employees want to enjoy a rewarding retirement, by establishing sound financial options early on. We consistently strive to be chosen as trusted corporate advisors for carefully evaluating costs and benefits, while continuously exploring additional possibilities for better programs to help executives achieve their financial goals.

  • Executive Life Insurance Plans
  • Executive Disability Insurance Plans
  • Executive Long-Term Disability Plans
  • Survivor Income Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • SERP Swap
  • Non-Qualified Deferred Compensation Plans
  • Non-Qualified - 401(k) Mirror Plans
  • Split-Dollar Plans