Employer/Employee Benefits
Traditional Insurance Benefits
- Health
- Vision
- Dental
- Life
- Disability
- Critical Illness
- Long-Term Care
- Voluntary Insurance Products
Retirement Plans
- Simple IRA & SEP IRA Plans
- 403(b) Plans
- Defined Contribution 401(k)
- Profit-Sharing
- Defined Benefit Plans
- Employee Stock Ownership
- ROTH & Traditional IRAs
- Executive Bonus
Workplace Financial Wellness
Allows business owners the opportunity to offer personalized financial needs analysis for their employees
- Worksite Employee Education
- One-on-One financial needs analysis for employees
Executive/Key Person Benefits
Executive 457 Plans
For tax-exempt organizations.
A non-qualified deferred compensation plan that allows select executives to defer eligible compensation on a pre-tax basis.
Executive Excess Plan
Supplement retirement savings.
A nonqualified contribution plan designed to help highly compensated employees save beyond the contribution limits of qualified retirement plans.
Executive Defined Benefit Plan
Enhance retirement income.
A supplemental defined benefit plan that provides select executives with additional retirement benefits beyond qualified plan limitations.
Long-Term Care Insurance
Protect key employees.
Provide tax-advantaged long-term coverage as an executive benefit while helping attract, reward, and retain valuable employees.
Split Dollar & Select Reward Plans
Reward key employees.
Customized executive benefit strategies that use life insurance to provide retirement, survivor, or inventive benefits while supporting long-term employee retention.