Business Reviews for Advisors

We offer advisors consulting services to review executive benefit plans like non-qualified deferred compensation & incentive-based plans, split-dollar life insurance plans, and corporate (COLI), insurance (IOLI) or bank-owned (BOLI) life insurance portfolios.

We are here to help you and your client

We provide review and audit services to help you understand your client's non-qualified and incentive-based benefit plans - including the liabilities and funding.

We are here to help you and your business client.

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Non-Qualified Plans

We provide review and audit services to help you understand your client's non-qualified and incentive-based benefit plans - including the liabilities and funding.

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Split-Dollar Plans

We work closely with outside counsel to review both the life insurance policy(ies) and the legal agreement(s) supporting a split-dollar plan.

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COLI & BOLI Portfolios

Companies have often acquired various life insurance contracts over the years, either through direct purchase or via an acquisition.

Take 5 minutes to talk with us

We just need a little of your time to start a due care and financial analysis review for you and/or your business client.

How It Works

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Authorization

Initial conference call to gather basic information, plan & policy data, and your client's objectives.

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Analysis

Gather detailed plan and policy information including liabilities, revaluations, funding asset values, plan documents and potential restructure options.

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Review Report

Deliver a detailed report summarizing the review & audit, plans options, and recommendations.