Executive Benefits

You can help retain your key people and attract new talent by offering executive benefits. Plans can be customized to provide for the financial needs of key executives, using an individual life insurance policy, annuity contract or a combination of both.

What are they?

We offer products to help you implement your employee benefits strategies such as qualified or non-qualified deferred compensation programs, executive bonus programs, 412 (i) plans, Executive 162 Bonus Plans, split-dollar, simplified employee pension plans and savings incentive match plans.

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How is it used?

Generally, these executive programs are paid for with an individual life insurance policy, annuity contract, or a combination of both.

What are the benefits?

Special executive benefits help employers attract and retain top talent, while executives receive benefits and products that help them plan to maintain their lifestyle, prepare for the unexpected, and accumulate wealth for their retirement.

Executive Bonus Plan

An executive bonus plan, funded by a life insurance policy, lets you provide an executive with estate liquidity or supplemental life insurance protection at a level your group plan doesn’t provide. Or simply use it to reward an appreciated employee. The employee-owned policy insures the employee’s life and is paid by the employer (and therefore tax-deductible for the employer), either directly or through employee bonuses in amounts equal to the premiums due. The policy accumulates a cash value that’s available to the employee or made available upon retirement.

Please contact us today for more information at 866-392-INFO (4636)