Our goal is to meet the following corporate and Executive & Director goals:

  • Offer a benefit concept that can be constructed to address the specific needs of the executive and board.
  • 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 and directors involved in the plan and the internal administrator.
  • Provide a benefit which can be easily communicated and appreciated by executives, directors and their families.
  • Develop informal funding strategies to help enhance participant protection 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 and director benefit programs to attract, reward, and retain key executives and directors.

A selection of our traditional executive and director programs include: