Compensation and benefits are on the minds of all employees — including your top executives. Key employees and business owners require unique benefit programs that combine health, life, disability, key person and long-term care insurance as well as succession planning, and asset and wealth protection.
Our team helps your craft an executive benefit strategy that takes into account, total compensation, succession planning, risk mitigation and wealth preservation. Key person insurance, buy/sell planning, individual disability carve-out plans, and other programs are all considered to enhance the value of total compensation for the executive and protect your business in the event of the retirement, death, or disability of a key executive.
We work with individuals and companies to develop non-traditional solutions to deferred compensation for retirement planning and long-term investments. We offer custom solutions that allow your key employees to save and invest in their futures, while remaining fully compliant with state and federal regulations. It is an additional benefit that can help you better compete for and retain top talent.
You and your key employees will be surrounded by a dedicated team to help provide personalized risk and financial management.
A comprehensive and robust personal insurance plan is an integral part of a personal risk management strategy. Decisions regarding your personal risk management strategy should be made with the advice of a professional insurance agent who has experience working in the high-net-worth marketplace.
The choices in long-term care (LTC) planning are evolving and becoming increasingly diverse beyond traditional insurance offerings, with more plans designed specifically for wealth protection and a return on investment. Retirement planning is not complete without a healthcare discussion and understanding the risk that a long-term care event can have on a family. There have been many changes in the LTC market, and more options are attractive to wealthier individuals and couples.
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