- Services to high net worth clients and senior executives that focus on protection, growth and transfer of wealth and income.
- Strategies to attract, retain and motivate talented individuals in a highly competitive business environment.
- Strategies to manage risk for the owner/senior executive and their families in both a cost and tax effective manner.
- A total compensation approach that looks at all sources (base compensation, mid-term and long-term incentives, plus the value of pensions, benefits and many other perks).
- Protection of assets (Corporate and Individual) through the use of innovative and enhanced insurance solutions.
- Protection of income through the use of tax-effective disability income (DI) solutions.
- Protection of health and security of lifestyle through the use of critical illness (CI) insurance and/or Long Term Care (LTC) options.
- Enhancing retirement options through the use of Supplemental Executive Retirement Plans (SERPs) such as Individual Pension Plans (IPPs) and Retirement Compensation Arrangements (RCAs)