Executive Benefits & Business Solutions

Organizations

Great Benefits for Organizations Large and Small

We will work with you to design a plan that helps your highly compensated employees close their retirement savings gap. The strategies that we help put into place will allow you to better recruit, retain, & reward your top employees.

Services

  • Non-qualified Deferred Compensation Plan
  • Supplemental Executive Retirement Plan (SERP)
  • Key Employee Protection
  • Corporate Owned Life Insurance (COLI)
  • Buy-Sell Agreements
  • Insurance for Estate & Exit Planning
  • ESOP Repurchasing