Funding and Revenue Strategies

We help clients generate revenue with fee-income strategies and we help them fund executive benefit plans by purchasing different assets.

We begin by looking under the hood to determine if your executives and employees are fairly compensated; after all, they are the engine that drives growth. We identify the right blend of tools to help you offset and recover costs associated with executive employee benefits.

Our well-designed program can even help you enhance benefits without adding to your bottom line.

Compensation packages can take a massive bite out of any company’s bottom line. Moving funds away from one line item and inserting it elsewhere rarely provides a sustainable solution.

Creativity in structuring compensation packages is an art – and we have developed extraordinary ways to ensure executives are well-compensated yet doesn’t drain your budget.

Discover how your company can increase earnings to offset benefit expenses while keeping your balance sheet healthy.

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Our creative team designs optimal compensation packages that can incentivize employee retention. Since no two clients are the same, neither are the solutions.

Let’s get the conversation started. Call us to discuss how we can identify ways you can fund benefits plans while maintaining the integrity of your balance sheet.


  • Over 1,150 non-qualified benefit plans designed and implemented successfully.
  • Service over $2 billion in cash surrender value.
  • Implemented over 45 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

The Art & Science of Executive Benefits: How to Pay Your CEO

3 Simple Steps to Finding Your Tailored Solution


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


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


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.