Case Studies:
Click the links below to view BRG Case Studies.
Life Insurance Policy Audit II
Life Insurance Policy Audit III
Proprietary Medical Implementation
Most corporations provide executive benefit plans for key players. The particulars of these plans are typically important negotiating points for the top people in your company. Does your current plan have what it takes to attract and retain the best people?
Overcoming Inadequate Benefits
Providing competitive executive benefits without straining your company’s finances is a challenge. The regulatory restrictions attached to qualified plans often render the benefits inadequate because they are not in line with executive salaries and responsibilities. On the other hand, non-qualified and supplemental plans come with their own challenges. How do you effectively gauge their scope? How much is too much and when is it not enough?
Secure Your Team with Added Incentives
BRG works with you to identify opportunities and tactics that go beyond conventional benefit caps – with services that include the strategy, design and funding for these nontraditional executive opportunities. We’ll show you how incentives like supplemental life insurance, controlled executive bonuses and executive disability coverage can create loyalty. In addition, our familiarity and expertise with nonqualified compensation plans, SERPs and long-term care options provide for both your business and your key personnel.
Beyond Options:
- Nonqualified retirement plans
- Executive deferral plans
- SERP (Supplemental Executive Retirement Plans )
- Alternative funding mechanisms
- COLI (Corporate Owned Life Insurance)
- TOLI (Trust Owned Life Insurance)
- BOLI (Bank Owned Life Insurance)
- Executive disability
- Executive compensation programs
- Executive tax-favored long-term care
- Supplemental executive life insurance
- 162 plans
Making it Affordable
One of our key partners, M Benefit Solutions, pioneered the development and administration of nonqualified benefit plans when ERISA first restricted qualified plans for highly compensated executives.
M Benefit Solutions was founded in 1962 and is recognized today as a national leader in the industry. Our relationship with M Benefit Solutions means we can tap into their unparalleled capabilities on your behalf -- for financing, implementing and administrating executive benefits and designing high-end nonqualified plans. BRG clients also enjoy the advantages of M Benefit Solutions’ collective buying power and proprietary research into the latest executive benefits practices.
Using the resources provided by M Benefit Solutions, we’ll analyze your business needs to create the perfect blend of qualified and nonqualified opportunities, maximizing your resources and ensuring your best people aren’t looking elsewhere. BRG positions you to take advantage of possibilities that go beyond traditional benefit solutions.
Make an executive decision for your executives. Contact Benefits Resource Group today and discover how we can make your executive packages more attractive.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. Benefits Resource Group is independently owned and operated.
