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
