Executive Benefits

Our goal is to meet the following corporate and executive goals:

Offer a benefit concept that can be constructed to address the specific needs of the executive and employer.

Implement a benefit plan which meets the financial requirement of the Corporation.

Provide implementation and ongoing plan administration that meets the highest standard of service to the executives involved in the plan and the internal administrator.

Provide a benefit which can be easily communicated and appreciated by executives and their families.

Maximize benefit security to the extent allowed.

Provide tax-favored, tailored solutions to the executive’s particular needs.

Provide systems and communicate plan information and documentation to personal advisors.

Increasingly, corporations are using executive benefit programs to attract, reward, and retain key executives. A selection of our traditional executive programs include:

Supplemental Executive Retirement Plans (SERP)

Deferred Compensation

Split Dollar Programs

Phantom Stock Plans

162 Bonus Plans

GW Finacial is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser,
Member FINRA/SIPC. GW Financial is independently owned and operated.

GW Financial is an affiliate firm of M Benefit Solutions, a Member Firm of M Financial Group.
Please go to mfin.com/DisclosureStatement for further details regarding this relationship.

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.