EXECUTIVE BENEFITS
 
Our most popular services are listed below. These services are designed to help you recruit, retain, and reward your most talented and experienced people. We can help corporations design, implement, administer and finance their nonqualified executive benefit plans in a cost-effective and tax-efficient manner. When all is said and done, we will call on all of our resources to assist you in tailoring a program that specifically meets your needs while creating capital and enhancing shareholder value.

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SERVICES OFFERED

• Replacement Ratio Analysis
  
  
• Incentive Plans -Compensation
  ­ Bonus Plans
  ­ Phantom Stock Plans
  ­ Stock Appreciation Rights
  
  
• Capital Accumulation Plans
  ­ Salary Deferral Plans
  ­ Bonus Deferral Plans
  ­ Stock Option Gain Deferral Plans
  ­ Excess 401(k) plans
  ­ Deferred Compensation Plans
  
  
• Salary Continuation Plans
  ­ Excess Defined Benefit Plans
  ­ Excess Defined Contribution Plans
  ­ Excess Profit Sharing Plans
  ­ Supplemental Executive Retirement Plans (SERP's)
  ­ Split Dollar Plans
  
  
• Life Insurance Plans
  ­ Death Benefit Only Plans
  ­ Split Dollar Plans
  ­ Bonus 162 Plans
  
  
• Directors' Benefit Plans
  ­ Incentive Plans
  ­ Capital Accumulation Plans
  ­ Salary Continuation Plans
  ­ Life Insurance Plans
  ­ Charitable Giving/Philanthropic Plans
  
  
• Benefit Financing Strategies
  ­ Pay-As-You-Go
  ­ Mutual Funds
  ­ Stocks
  ­ Municipal Bonds
  ­ Corporate Owned Life Insurance
  
  
• Benefit Securitization Strategies
  ­ Rabbi Trusts
  ­ Secular Trusts
  ­ Annuities
  ­ Indemnification Insurance
  ­ Surety Bonds
  ­ Letter of Credit
  
  
• Acquisition Enhancement Strategies
  
  
• Owner Succession Plans

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