Skip to content
Drake, Lehner & Morgan, LLC
  • Solutions
  • Plans
  • Contact
  • Login

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

Get a consultation

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

Elderly bald man in white shirt and black pants looking at window and working on laptop while sitting in living room

Supplemental Executive Disability Income

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

Learn more
Happy young woman with papers and laptop

Executive Life Insurance
 

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

Learn more
Confident businessman standing in office. African man standing with his arms crossed looking at camera and smiling.

Executive Retirement Solutions

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

Learn more

Let’s Explore Your Options Together

Get in touch with a Drake, Lehner & Morgan, LLC representative.

Leave us a quick note about a problem you’re trying to solve, or just leave your contact information and we’ll reach out to you shortly.

Want to get a head start on our conversation?

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

Financial Calculators
Drake, Lehner & Morgan, LLC Broker Check

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.
kestrafinancial.com/disclosures

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.

Copyright 2020 Drake, Lehner & Morgan, LLC. All rights reserved.