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
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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Our Service Platform
We’ve built a comprehensive service platform to serve your needs.
Fidelity Institutional℠
Federal & State Regulations
Fidelity Institutional℠
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Federal & State Regulations
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