Association KeyEE Services

The right retention plan creates stickiness between the organization and its KeyEE's.

Plan design is key to ensuring long-term retention. Our team is seasoned in designing long-term incentive programs for  insurance companies. 

Our service includes liability and cost recovery modeling in addition to broker services required to set up assets as informal financing.

Government regulations  provide executives unlimited pre-tax salary deferral when their employer provides a 

409A plan. 

Our team helps insurance companies understand deferred compensation plan design, current best practices, new plan implementation, plan financing and service.

Most disability programs fall short when it comes to disability benefits for executive level employees. 

Supplemental executive group disability and/or personal  disability insurance fills the gap in coverage left by traditional group disability for executives. 

Like with banks and their $200B+ BOLI assets, insurers  are learning the value of tax-advantaged ICOLI to increase total yield on invested assets, hedge deferred compensation plans, and recover executive and fringe benefits costs. 

We can help you understand the ICOLI product and marketplace and select the  suitable  ICOLI carriers.