EXECUTIVE BENEFITS

Recruit, Retain, and Reward your Key Employees

Where do group plans fall short?  Where are their gaps in coverage? Where are their opportunities to go above and beyond?

Executive Benefits

  • Custom Executive Disability Policies
  • Executive Life Insurance and 162 Executive Bonus Plans
  • Deferred Compensation Strategies

Personal Wealth Management

  • Wealth Accumulation
  • Estate and Financial Planning
  • Tax Planning and Strategy

Business Planning

  • Key Man Policies
  • Buy Sell Agreements
  • Succession Planning

Related Resources

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June 3, 2020

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The Secure Act passes, Altering the Landscape for Retirement Plans

The recently passed Secure Act is groundbreaking retirement legislation — just like its predecessors, the 1974 ERISA (the bedrock law of employee benefit plans) and the 2006 Pension Protection Act.…

Rethink Benefits

Speak with one of our consultants.

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