Corporate Executives

Insure gaps created by employer-paid insurance and qualified retirement plans

Close the gaps in your insurance and retirement plans.

Non-Qualified &

Secure Incentive Plans

In order to retain and reward key executives, companies often need to provide additional benefit plans beyond stock-option and other equity-based benefits.




We focus on company-paid long-term care plans to provide a paid-up benefit for plan participants to take into retirement.


Life Insurance


Provides excess or supplemental life insurance to a select group of employees with no earnings impact to the company.




We identify shortfalls in group disability plans as well as replace income not covered because of plan monthly maximums (e.g. $15,000 per month Group LTD maximum).

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Participant Group

We provide a consulting service to help you understand gaps in current coverages and new plan options - including the liabilities and funding associated with those options.

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Custom-Tailored Plans

We work closely with outside counsel to review plan design, draft the legal agreement(s) supporting the plan(s), and implement funding for the plan liabilities.

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Corporate Objectives

Companies have often limited incentive-based programs to just cash or equity. We review options beyond traditional cash and equity-based plans.

Thank you for your interest in our services. We will reach out shortly.

We just need a little of your time to understand corporate objectives and benefit plans to determine best next steps and possible solutions for your team.

Provide key benefits to your key employees.

We use proprietary products aligned to corporate objectives while closing gaps in benefit plans.