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