Attract. Retain. Reward.
Top executives and key employees are driving your company's growth. Are you giving them the tools and incentives to stay? With a custom Executive Bonus Plan, you can offer meaningful, tax-efficient compensation that aligns with their goals—and yours!
Recruit, Reward and retain great employees
Executive Bonus Plan
An executive bonus funded with life insurance is an agreement that allows the employer to pay for the employee’s policy with generally no out-of-pocket cost to the employee. Unlike other employer incentives, the employer can offer this benefit to any employee they choose.
Protect a business from financial loss
Key Person Insurance
A life insurance policy can help to keep the business financially strong while the business recovers from the loss of a key employee.
Recruit, Reward and retain great employees
Loan Regime Split Dollar
A legally drawn agreement between employer and employee to split a life insurance policy for the benefit of the employee. Employer loans the money to the employee to fund a policy (owned by the employee) on the employee's life. The policy values and death benefit are assigned as collateral to cover the outstanding loan. The employee’s beneficiary would receive the remaining death benefit amount. At a future point, the loan is paid back to the employer and the policy is entirely employee-owned.
Recruit, Reward and retain great employees
Endorsement Split Dollar
A legally drawn agreement between employer and employee to split a life insurance policy for the benefit of the employee. Employer funds a policy (owned by employer) on employee’s life. The employer has access to all cash value and a portion of the death benefit. The employee’s beneficiary would receive the remaining death benefit amount. Employee is taxed a small economic benefit for the death benefit protection.
Help ensure proper transition of a business
Buy-Sell Agreements
Buy-Sell plans actually have two parts – the legal plan (written by an attorney) and the funding. One popular funding source is to use a life insurance policy to fund the buyout.
Help maximize annuity funds with life insurance
Annuity Maximization
Using life insurance to maximize annuity funds can provide your beneficiaries with the most value, without worry of income or estate taxes.
Help maximize pension benefits with life insurance
Pension Maximization
Maximize your pension benefits by electing the single-life option and using life insurance death benefit and potential cash value to provide for the surviving spouse.
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