Risks and Rewards of Executive Benefit Plans

Non-qualified executive benefits can be a great way for employers to attract, retain, and reward top talent – but they can also turn into a liability if not implemented and serviced correctly.

Learn more with R. Scott Richardson, JD, President & CEO
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How can you compete with keeping top talent on board for the long haul?

  • It’s costing more these days to maintain traditional executive compensation programs. And that erodes away the earnings everyone has worked so hard to achieve.
  • With tax changes likely coming our way, there’s got to be some better strategies that can help at tax time, retain our leadership and attract new talent that competes with the big companies.
  • Where do we begin to fix our gaps and find a better way that helps everyone from the top down?

Executive & Director Benefit Planning Strategies

We know the intricacies of complex reward plans and can tailor a program that fits who you are as a company and where you want to go. Here’s a mix of strategies we can pursue with your goals in mind:

  • SERP: Supplemental Executive Retirement Plans
  • Deferred Compensation Plans
  • Split Dollar Loans
  • REBA: Restricted Executive Bonus Arrangement
  • Supplemental Life Insurance
  • Supplemental Disability Insurance
  • Long-term Care Insurance
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Why IZALE?

  • Over 1,150 non-qualified benefit plans designed and implemented successfully.
  • Service over $2 billion in cash surrender value.
  • Implemented dozens of sustainable fee-income programs for Financial Institutions since 2014.
  • Customized Key Person and Succession Programs to protect company assets.
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Go Deeper

How to pay your CEO

Customized Solutions

For Banks

For Credit Unions

For Business Owners

For Your Family

3 Simple Steps to Finding Your Tailored Solution

1

We'll start by asking a few questions and listening to your challenges and concerns.

2

We then research and collaborate, including our network of experts as needed.

3

Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.

Let’s start the conversation

Just fill out the form, call 855-492-5334 or email us.





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    IZALE Financial Group is proud to be a Firm of Lion Street, Inc., a national network of fiercely independent financial advisors.