Life insurance is viewed as an important financial tool by many businesses. Flexibility and tax-advantage status make it unique among investment alternatives available to corporations.
Non-qualified retirement plans offer the most flexible planning vehicles in our tax system. We can design plans that require no government oversight or disclosure but yet meet the intent of the regulations. The employer can avoid the administrative and management cost of a fully qualified plan, thus reducing its overall cost of employee benefits.
With our wide range of experience in creating and implementing these plans, we can design efficient programs (or modify existing plans) to meet each client's specific needs.
Our services provide sponsors with sound advice on plan financing, administration, monitoring and employee communications. We provide a plan tailored to your specific needs. The result is a program of innovative, customized plans that allow you to offer executives extremely appealing and profitable benefit alternatives efficiently and cost-effectively.