Insure gaps created by employer-paid insurance and qualified retirement plans
Close the gaps in your insurance and retirement plans.
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.
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.
Companies have often limited incentive-based programs to just cash or equity. We review options beyond traditional cash and equity-based offerings.