Recruit, Retain, and Reward your Key Employees

Where do group plans fall short?  Where are their gaps in coverage? Where are their opportunities to go above and beyond?

Executive Benefits

  • Custom Executive Disability Policies
  • Executive Life Insurance and 162 Executive Bonus Plans
  • Deferred Compensation Strategies

Personal Wealth Management

  • Wealth Accumulation
  • Estate and Financial Planning
  • Tax Planning and Strategy

Business Planning

  • Key Man Policies
  • Buy Sell Agreements
  • Succession Planning

Related Resources

March 27, 2020

Coronavirus Aid, Relief, and Economic Security (CARES) Act

The programs and initiatives in the Coronavirus Aid, Relief, and Economic Security (CARES) Act which was passed by Congress are intended to assist business owners with whatever needs they have…
March 21, 2020

Families First Coronavirus Response Act: Employee Paid Leave Rights

The Families First Coronavirus Response Act (FFCRA or Act) requires certain employers to provide employees with paid sick leave or expanded family and medical leave for specified reasons related to COVID-19. The…
January 3, 2020

The Secure Act passes, Altering the Landscape for Retirement Plans

The recently passed Secure Act is groundbreaking retirement legislation — just like its predecessors, the 1974 ERISA (the bedrock law of employee benefit plans) and the 2006 Pension Protection Act.…

Rethink Benefits

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