DEVELOP INNOVATE IMPLEMENT

Step 1 

Define Executive and or Corporate Objectives


Step 2

Review Existing Benefit Programs to Determine Integration Levels


Step 3

Design Plan Based Upon Findings


Step 4

Analyze Funding Vehicles Based on Plan Design, Benefit Structure, Personal / Corporate Impact


Step 5

Implementation and Communication


Step 6

Administration

DEDICATED EXPERTISE

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.