Owner / Executive Benefits

We serve our clients’ needs and their key employees to develop solutions for some of the following fundamental benefit challenges:

  • Correcting inefficiencies within current benefit plans
  • Creating management incentives
  • Helping companies recruit, retain, and reward talent
  • Business succession planning

We partner with national consulting firms specializing in and dedicated to assisting private and public companies, financial institutions and nonprofit organizations with the analysis, design, implementation financing and administration of non-qualified and supplemental benefit plans such as:

  • Private Retirement Plan
  • Deferred Compensation
  • Restrictive Executive Bonus Arrangement
  • Corporate Owned Life Insurance (COLI)