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Key Employees & Executive Services

Attracting & Retaining Key Employees - Our Process

1 Benefit Design

  • Identify & prioritize goals & objectives
  • Identify Key risks &  gaps in coverage
  • Solicit proposals & conduct analysis
  • Present choices best matched to objectives
  • Make recommendations

2 Installation

  • Recommend investment line up
  • Finalize funding vehicle
  • Select insurance / investment provider
  • Coordinate application process
  • Manage underwriting process

3 Communication & Education

  • Coordinate executive enrollment:
    • Plan design education
    • Income Tax aspects
    • Review participant retirement goal setting
  • Financial wellness

4 Periodic Review & Update

  • Review current plans
  • Identify any additional offerings
  • Legislative & Tax updates
  • Document an action plan & assist with execution