Capabilities

Executive Benefits

Helping Companies Attract & Retain Key Executives

Effective executive benefit planning supports a company’s effort to attract, retain and reward key employees who contribute to growth and profitability. These packages encourage your key employees and executives to stay with your company while providing them with incentives that offer long-term growth potential and favorable tax benefits.

While traditional corporate employee benefit programs (group-based solutions) are generally sufficient for the majority of employees within an organization/firm, these plans often fall short of providing the highly valued, higher compensated executives the right level of additional benefit security.

Many organizations/firms have turned to specifically designed executive benefit offerings which can be targeted in a non-discriminatory fashion to executive level participants to “restore” and “supplement” their executive level benefit offerings in a way that serves as an attraction and retention tool for these key executives.

SMB helps organizations/firms design and implement customized executive benefit programs that serve to promote the goals of the organization and align their executives’ interests with that of the company’s.

Tailored To Key Employees

SMB excels at customizing proprietary plans that consider the diverse needs of executives, while balancing the overall objectives of your company. We carefully evaluate strategic benefit opportunities and then structure programs that help your company maximize shareholder value. As a result, your executives are provided with a competitive benefit package to help meet their financial goals.

Our approach is one based in careful fact finding and consultative in nature to help organizations/firms determine the proper use of the wide array of possible employee benefit structures and plans to complement your culture and promote a motivated and appreciated executive team. We recognize that every organization/firm is different, and therefore requires different unique and customized benefit solutions.

Tailored To Key Employees

SMB excels at customizing proprietary plans that consider the diverse needs of executives, while balancing the overall objectives of your company. We carefully evaluate strategic benefit opportunities and then structure programs that help your company maximize shareholder value. As a result, your executives are provided with a competitive benefit package to help meet their financial goals.

Our approach is one based in careful fact finding and consultative in nature to help organizations/firms determine the proper use of the wide array of possible employee benefit structures and plans to complement your culture and promote a motivated and appreciated executive team. We recognize that every organization/firm is different, and therefore requires different unique and customized benefit solutions.

Maximizing Cost Efficiency, Effectiveness & Security

Our talented professionals work directly with your executives as a trusted corporate advisor developing benefit strategies that effectively support financial well-being. SMB delivers added value without adding to the human resource workload. We help your HR and Benefits team “benchmark” your executive benefit offerings against your peer industry group competitors, keeping you in the top tier of rewarding your executives from a competitive perspective.

After all, attracting, rewarding, and retaining your top executive talent is the highest priority in a well-run and thriving organization/firm today.
SMB Partners will help your organization/firm create custom tailored executive benefit solutions based on your needs and goals and can incorporate one or many of the following strategies to meet your executive benefit compensation goals.

Expertise Delivered

  • Variable Life*/Indexed Universal Life
  • Term Life
  • Annuities
  • Variable Annuities*
  • Survivorship Whole Life
  • Survivorship Variable Universal Life*
  • Whole Life
  • Universal Life
  • Survivorship Universal Life
  • International Life Insurance
  • Private Placement Life Insurance* (PPLI)
  • Private Placement Variable Universal Life* (PPVUL)

Expertise Delivered

  • Variable Life*/Indexed Universal Life
  • Term Life
  • Annuities
  • Variable Annuities*
  • Survivorship Whole Life
  • Survivorship Variable Universal Life*
  • Whole Life
  • Universal Life
  • Survivorship Universal Life
  • International Life Insurance
  • Private Placement Life Insurance* (PPLI)
  • Private Placement Variable Universal Life* (PPVUL)

*Securities offered through M Holdings Securities, Inc. a Registered Broker/Dealer, Member FINRA/SIPC. Sitzmann Morris & Boyle Insurance Agency operates independently from M Holdings Securities, Inc.