Selective Benefits Planning

Tax Strategies

à    Deferred Compensation Arrangements

à    Private Placement Life and Annuities

à    Employee Stock Ownership Plan (ESOP)

à    Asset Leveraging

Deferred Compensation Plans

à      Innovative Proven Strategies for Non-Profit Organizations

à      Traditional Deferred Compensation Plans for Non-Profit Companies

à      Selective Benefits

à      Provides Life Insurance and Disability Benefits with Minimal Executive Outlay

Almost any business can implement some type of selective benefit program.  These plans generally cover a select group of key employees, including the owner, by providing additional benefits and tax-advantages over and above the basic benefit provided to all employees.  The benefits provided by the plan can vary from one covered employee to another.  Plans have very few restrictions or reporting requirements and are generally easy to administer.  Plans can be important components of key executives’ compensation packages, helping to attract and retain the best and brightest.