Broker Check

Executive Benefits Consulting

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Key Person Protection

  • Reimbursing a business for economic loss in the event of a key employee's death.

Nonqualified Deferred Compensation Plans

  • Specifically designed for key people to provide additional retirement income, death, and/or disability benefits. 

Buy/Sell Cross-Purchase Strategy

  • Utilizing life insurance to ensure the viability of a company in the event of the death of a key employee. 

Split-Dollar Arrangements

  • The purpose of the arrangement is to attract and retain key personnel by offering them greater life insurance protection at typically lower out of pocket expense. Your business is protected through a portion of the tax-free death benefit. 

Executive Bonus Plans

  • A straight-forward benefit that can be used to attract and retain key people. 

Health, Life, and Disability Income

Our firm is qualified to guide you through the process of establishing, funding and managing effective plans. Working closely with legal and accounting professionals, we will design and implement a plan that meets your goals. 

Split-Dollar Insurance is not an insurance policy; it is a method of paying for insurance coverage. A split-dollar plan is an arrangement between two parties that involves "splitting" the premium payments, cash values, ownership of the policy, and death benefits. These arrangements are subject to Split Dollar Final Regulations that apply for purposes of federal income, employment and gift taxes. Regulations provide that the tax treatment of split-dollar life insurance arrangements will be determined under one of two sets of rules, depending on who owns the policy.

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