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Corporate and executive benefit planning
with the right people by your side.

Create your comprehensive financial picture and personalized analysis.

Begin your plan

Meeting Needs with Solutions


  • For Corporate Clients
  • For Individuals, Trusts, Estates & the Family Office
For Corporate Clients

Truing up shortfalls with essential executive benefits.

  • Non-Qualified Retirement Plan financing and administrative selection. Attract, Reward, and Retain management and board members through deferred income plans. SERP & Deferred Compensation/Defined Contribution and Defined Benefit models available.
  • Life & Disability: Acquire meaningful levels for your executives utilizing specialized underwriting programs to save time and minimize interruptions. Integrated with existing programs to fulfill your benefit philosophy.
  • Long Term Care Insurance for executives, employees, and their families. Providing carrier search and a highly organized implementation process to meet this rapidly growing need. Both “Employer Paid Carve Out” and “Broad Based Voluntary” solutions available.
  • COLI (Corporate Owned Life Insurance) & BOLI (Bank Owned Life Insurance)
  • Corporate and executive benefit planning
  • Classic employee benefit plans
  • Qualified Retirement plans

For Individuals, Trusts, Estates & the Family Office

Personal, business, estate tax & liquidity planning.

  • Life, Long Term Care, Disability Income Coverage
  • High limit personal disability coverage for income replacement
  • High limit single life or second-to-die life coverage for trusts
  • Difficult-to-insure underwriting
  • Medicare supplement
  • Insurance & Benefit brokerage (serving the advisor community)
  • Premium finance options for high net worth individuals and businesses.

Plans Tailored for You and Your Business

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Supplemental Executive Disability Income

Going beyond the limitations of Long-term Disability for coverage people depend on.

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Executive Life Insurance
 

Providing a supplemental benefit: allow executives to name personal beneficiaries.

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Executive Retirement Solutions

Pre- and Post-tax plans for corporations & banks.

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Our Service Platform

We’ve built a comprehensive service platform to serve your needs.

Client
Drake, Lehner & Morgan, LLC
Fidelity Institutional℠

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Let’s Explore Your Options Together

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    Resources for getting a head start on your conversation

    Before we get into your details together, you can better assess your unique situation with these resources.

    Resources
    Drake, Lehner & Morgan, LLC Broker Check
    CRS | ADV

    David M. Drake
    Principal

    Kris H. Lehner, CLU, ChFC
    Principal

    Philip S. Morgan Jr.
    Principal

    P.O. Box 368
    Burlington, NJ 08016
     

    Phone: 609-747-1901
    Fax: 609-747-1976

    41 University Drive
    Suite 400
    Newtown, PA 18940

    Phone: 267-757-8759
    Fax: 267-757-8701

    Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Drake, Lehner & Morgan, LLC is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

    This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

    Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

    Fidelity Investments and Fidelity InstitutionalSM (together "Fidelity") is an independent company, unaffiliated with Kestra Financial or Drake, Lehner & Morgan, LLC. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Drake, Lehner & Morgan, LLC and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 993979.1.0

    Investor Disclosures

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