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2023 NAMIC Compensation Survey Sponsor

2023 NAMIC Compensation Survey Sponsor

2023 NAMIC Compensation Survey Sponsor

2023 NAMIC Compensation Survey Sponsor

2023 NAMIC Compensation Survey Sponsor

2023 NAMIC Compensation Survey Sponsor

What We Do

We are a team of specialist providing executive benefit and ICOLI brokerage services to insurance companies and their KeyEE's.

Association Member Services

Executive Retention Plans

Executive Disability Benefits

Deferred Compensation Plans

The right retention plan creates stickiness between the organization and its key people.


Retention plan design is key to ensuring long-term retention. Our team is seasoned in designing long-term incentive programs for property and casualty insurance companies. 


Our service includes liability and cost recovery modeling in addition to the typical broker service required to set up the assets.

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Deferred Compensation Plans

Executive Disability Benefits

Deferred Compensation Plans

Congress provides executives unlimited pre-tax salary deferral when their employer provides them a 409A plan. 


Our team help property and casualty insurance companies understand deferred compensation plan design, current best practices, new plan implementation, RFP'ing plan service or ICOLI providers, plan effect on ratios, income effect, plan liability and asset modeling, and more. 

Executive Disability Benefits

Executive Disability Benefits

Executive Disability Benefits

Supplemental executive group disability insurance fills the gap in executive coverage left by traditional group disability programs. 


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


Our team can show you how to actually protect the income of executives in the face of a personal disaster.

ICOLI Brokerage

Executive Disability Benefits

Executive Disability Benefits

Many property and casualty insurance companies purchase ICOLI to increase total yield on invested assets, hedge deferred compensation plans, and cost recover executive and fringe benefit costs. 


Our team of specialist can help you understand the marketplace behind ICOLI and select the most suitable carrier partner for your ICOLI needs. 

Association KeyEE Services

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