Gary Edkins offers financial planning services and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services [PPFS], pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. Vision! Executive Insurance & Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including Pruco. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.

Availability of Long-term care and disability income insurance varies by carrier and state.

Vision! Executive Insurance & Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation.

Securities: CA, DE, NC

Life Insurance: CA, CA Insurance License: 0624963

Variable Life Insurance: CA

Mutual Funds: CA, DE, NC

1029014-00001-00

VISION! EXECUTIVE BENEFITS

NON-QUALIFIED PLANS

Benefits to the Employer

  • Corporate Cost Recovery

  • Discriminatory​

  • Golden Handcuffs

Benefits to the Executive

  • Exceeds Funding Limits of Qualified Plans

  • Tax Deferral

  • Not treated as a Dividend for income tax purposes

EXECUTIVE FINANCIAL & ESTATE PLANNING
  • Minimizing Income & Estate Taxes

  • Maintaining Lifestyle in Retirement

  • Investment Management

  • Planned Charitable Giving Techniques

  • Legacy Planning

  • Business Continuation and Succession Planning

  • Insurance/Risk Management

HIGH LIMIT DISABILITY BENEFITS
  • Exceeding Group Long Term Disability benefit limits

  • Managing tax treatment of disability benefits

  • Multi-Life Discounts/Underwriting 

  • Portability

  • Disability Buy-Out and Business Overhead Expense (Closely Held Companies)

COLI (CORPORATE OWNED LIFE INSURANCE)
  • Split Dollar

  • Executive Bonus Plan (Section 162)

  • Supplemental Executive Retirement Plan (SERP)

  • Key Person Insurance

  • Group Term Carve Out

  • Section 303 Stock Redemption

  • Buy/Sell Agreement Funding