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VISION! EXECUTIVE BENEFITS

Non-Qualified Plans
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

Financial Planning
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

Disability Insurance
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

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