Define Executive and or Corporate Objectives
Review Existing Benefit Programs to Determine Integration Levels
Design Plan Based Upon Findings
Analyze Funding Vehicles Based on Plan Design, Benefit Structure, Personal / Corporate Impact
Implementation and Communication
Our executive benefit team is dedicated 100% to these plans and strategies so they understand them inside and out. When corporately sponsored, management also benefits from our industry-leading service model.
FUNDING - NEUTRAL APPROACH
We have a product and funding neutral approach and take time to help you and your advisors explore the implications for available funding options.
FINANCIAL MODELING TOOLS
Our proprietary actuarial and financial modeling system helps us partner with you and your advisor to build a plan aligned with your organizational objectives. Based on different plan design and actuarial assumptions, we can estimate pre- and post- retirement benefits for each participant plus any financial impacts on your organization.
DEVELOP INNOVATE IMPLEMENT
Securities and Advisory Services offered through World Equity Group, Inc. Member FINRA/SIPC. Winged Foot Partners, Inc. and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax advice. The World Equity Group Form CRS can be found here.
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