Executive Benefit Planning


Lincoln Hall Stairway © Larry Kanfer

Quality is never an accident. It is always the result of an intelligent effort.

– John Ruskin

In order to attract, retain, and motivate top quality executives, successful companies implement properly designed and maintained compensation programs.

We design, implement, and administer supplemental plans for key executives, to provide benefits and income security, beyond their current compensation, qualified retirement and group insurance plans. We also help companies and executives make estate planning an integral part of their business and personal plans, to ensure both the company’s ongoing success and the executives’ personal needs. These plans include, for example:

  • Supplemental Executive Retirement Plans (SERP’s)
  • Elective Deferral Plans
  • Split Dollar Plans
  • Group Term Carve Out Plans
  • Bonus Plans
  • Death Benefit Plans

Through us, you have access to proprietary products, valuable guaranteed issue and simplified underwriting. In conjunction with your other professional advisors, we assist with:

  • Plan Design
  • Documentation
  • Enrollment
  • Accounting Treatment and Earnings Impact
  • Asset/Liability Management
  • Security Devices
  • Cost Recovery Funding
  • Reporting and Compliance (special requirements for financial institutions)
  • Benefit Tracking

You benefit from our creative plan designs and policy service. Executive compensation planning can be combined with wealth transfer planning, assuring executives that their executive benefits and personal assets are appropriately coordinated.