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

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Meeting Needs with Solutions


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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Let’s Explore Your Options Together

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