Protect your employees

Key employee benefits. Having tools to recruit, reward, retain, and retire key employees can make all the difference for your business.  

• Key Employee Benefits Capabilities Brochure 

Understand how key employee benefits can help you with business goals, as well as help you retain key employees.

• Retirement Gap Chart Detail Flyer 

Discover how supplemental retirement plans can help bridge the retirement income gap.

Deferred compensation.  There are various plan designs of deferred compensation that can help you recruit, reward, retain and retire your key employees

• Deferred Comp Capabilities Brochure 

Outlines our comprehensive plan-level experience and services for you and your plan participants.

• Deferred Comp – Select Reward
• Special Needs Trust

Clients who have concerns about a family member with special needs should have a strong financial plan for themselves and one that provides supplemental funds for their disabled loved one who also benefits from Federal and State aid programs.

•  Irrevocable Life Insurance Trust (ILIT) Overview 

Highlights the benefits of an Irrevocable Life Insurance Trust.