If you are motivated to retain and reward your executive personnel and leadership team, our Executive Benefits Group may offer the solution to keep key individuals at your organization in place. SWBC’s experienced consultants will craft an executive benefits plan that offers a compensation strategy to reward those employees who are critical to your success.
Our experienced consultants will meet with you to better understand the culture of your organization and the importance of your key executives. Your SWBC representative will recommend the best funding method for your organization, based upon several factors, including:
- Your risk tolerance as determined by our early fact-finding session and initial analysis
- The accounting impact of your organization
- NCUA, FDIC stipulations, or state regulations
- The specific parameters of your plan
At SWBC, we never offer a cookie-cutter solution; rather, we take the time to listen and analyze your needs to tailor a package that best suits the needs of your company.
Because goals of a business fluctuate across the board, and no two businesses are alike, we offer several options to address specific objectives of an organization or individual, including:
- Non-qualified Deferred compensation plans (457f and 457b)
- Deferred compensation plans for profit employers (451 and 409A)
- Post-retirement health insurance
- Split dollar life insurance
- Disability insurance
- Group life “carve-out”
- Group disability “carve-out”
- Key person life insurance
Your funding options typically include, but may not be limited to:
- Fixed investments
- Variable investments
- Mutual funds
- Variable annuities
- Life insurance