Compensation and benefits are on the minds of all employees — including your top executives. Key employees and business owners require unique benefit programs that combine health, life, disability, key person and long-term care insurance as well as succession planning, and asset and wealth protection.
Our team helps your craft an executive benefit strategy that takes into account, total compensation, succession planning, risk mitigation and wealth preservation. Key person insurance, buy/sell planning, individual disability carve-out plans, and other programs are all considered to enhance the value of total compensation for the executive and protect your business in the event of the retirement, death, or disability of a key executive.
We work with individuals and companies to develop non-traditional solutions to deferred compensation for retirement planning and long-term investments. We offer custom solutions that allow your key employees to save and invest in their futures, while remaining fully compliant with state and federal regulations. It is an additional benefit that can help you better compete for and retain top talent.
You and your key employees will be surrounded by a dedicated team to help provide personalized risk and financial management.
Merger and acquisition (M&A) deals can be complicated. Extensive research and preparation must be completed prior to the closing of the deal to ensure there are no hidden liabilities or gaps in insurance coverage. When preparing for an M&A, it is crucial to understand how the buyer’s and seller’s insurance programs will respond to a change in control. In order to avoid saddling your combined company with uninsured liabilities, you must be knowledgeable about your insurance policies and how each might be modified in a merger and acquisition transaction. Consider the following before completing an M&A deal.
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