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EXECUTIVE BENEFITS

​We offer expert guidance on the executive benefits marketplace so you can offer your clients specific solutions to meet their goals. Executive benefits is a complex and evolving industry, and we make it our mission to keep up-to-date with all new developments so that you can offer your clients the best executive benefits packages.

  • Qualified Plans – Defined Benefit and Defined Contribution
  • Split Dollar Plans
  • Non-Qualified Plans – Exec Bonus 162 and Leveraged Bonus
  • Worksite Life Plans
  • Disability Plans
  • Supplemental Executive Retirement Plans
  • Group Carve-Out Plans
  • Deferred Compensation Plans
  • Pension Plans
  • Executive Bonus Plans