Benefit Plans for Key Management

Key management employees and executives have unique concerns. They may need to be provided with custom Benefit package not available thru the available Group Plans Since the recruitment, & retention, of this elite group is critical to the long term success of the company, you don’t want to leave this planning to the inexperienced.

Key person insurance, buy/sell planning, individual disability carve-out plans, and other high-quality programs are an important aspect of significantly improving the perceived value of total compensation for the executive and protecting your business in the event of the retirement, death, or disability of selected key executives.

Key Person Protection
Estate Planning
Supplemental Executive Retirement Plans (Deferred Compensation)
Personal Financial Planning
Business Succession Planning
Buy/Sell Planning
Stock Redemption Planning
Selective Executive Life Insurance
Comprehensive Policy Review Services
Individual Disability Protection