Key employees want to see in tangible ways – preferably financially driven – that an organization recognizes and appreciates their efforts in making their company a success. How can they encourage high caliber executives to stay the course? Keeping the people who keep them in business can be easier said than done. Their key employees are not simply looking for a pat on the back.
That’s where we come in. From concept to completion, we’ve got you covered. We’ll help you become situationally fluent in all the challenges we can help solve for your clients and prospects. We’ll help you think about your current book of business, where there may be opportunities for you to deepen relationships and continue to grow your business.
Retirement Completion
Providing the opportunity for employees to save enough to retire on time and maintain their standard of living.
Benefit Equalization
Addressing the unintended shortfalls of group benefit plans.
Recruiting & Retention Costs
Designing programs to creatively attract and retain top level talent.
As fast as the industry and regulations are changing, it is impossible for decision makers to keep up on their own. Working with a seasoned consultant who can leverage their expertise, resources, and data analytics helps compensation committees make more informed decisions. Ones that have better outcomes, controlled costs and ensure that the organization, its directors, officers and executives are protected for the long term.
Our Solutions
Success depends on the talents of an organization’s key people.
Key employees want to see in tangible ways – preferably financially driven – that an organization recognizes and appreciates their efforts in making their company a success. How can they encourage high-caliber executives to stay the course? Keeping the people who keep them in business can be easier said than done. Their key employees are not simply looking for a pat on the back.
Accessibility starts here. We’ve got the tools, talent, and experts to uncover the ins and outs of every industry and the risks associated with them. From marketing collateral to presentations and meetings, we’ve got you covered.
Why They (Plan Sponsors) Should Have the Conversation
• Provide the opportunity for highly compensated employees (HCEs) to successfully save for retirement
• Avoid the cost of HCEs staying past their desired retirement date
• Provide a benefit that helps retain and recruit key talent
• Allow highly compensated executives to save for life events
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• Executive Bonus Plans
• Split-dollar Life Insurance
• Death-benefit Only Plans
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• Bank-Owned Life Insurance (BOLI)
• Corporate-Owned Life Insurance (COLI)
• Insurance Company-Owned Life Insurance (ICOLI)
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• Bank-Owned Life Insurance (BOLI)
• Nonqualified Deferred Compensation (NQDC)
• Global Executive Plans
About Us
We provide consultative services on the tools your clients need to get their key employees the long-term retirement comfort they deserve. We design, implement, and administer executive benefits programs that help companies offer key executives' long-term financial stability. The advantage of attracting, retaining, and rewarding top talent through their working career helps with turnover cost savings, and employee satisfaction. It ultimately enables loyal, quality people to be contributors to the future of not only their retirement but the growth of their business and your book of business.
There are many different approaches to getting your client set up with the best plan. Fortunately, we know the ins and outs of executive benefits and can work with you and them to craft the right, custom solution for your key employee group. And since we’re all on the same team, there can be peace of mind that our only incentive is to ensure everything’s done for the right reasons. We work with just one goal in mind: what’s going to yield the best results for your company and executives?
Contact our Executive Benefits business development team today to learn how we can all work together to offer better solutions and deliver retention solutions and benefits equalization opportunities for your clients across the nation.
Tony Greene
President
Executive Benefits
770.833.1088
tgreene@nfp.com
Mike Alberque
SVP, Business Development
Northeast & Mid-Atlantic Regions
201.522.1586
Mike.Alberque@nfp.com
J Bradley Burdick
SVP, Business Development
West Region
303.941.1418
Brad.Burdick@nfp.com
Kurt Snyder, NQPATM
SVP, Business Development
Central & South Region
267.482.6416
Kurt.Snyder@nfp.com
Jeff Cheshier
VP, Business Development
Institutional Relationships
512.788.2299
jcheshier@nfp.com
Dan Barry
SVP, Business Development
South Region
704.927.7102
Dan.Barry@nfp.com
Articles and Publications
Not All Employees Want the Same Benefits: Catering to a Multigenerational Workplace (BankDirector)
Tips on how to retain executive talent during economic difficulties (Austin Business Journal)
Lessons in Deferred Compensation (BankDirector)
In A Battle to Retain Key Executives (ABA Banking Journal)
Evaluating BOLI in a High Rate Environment (BankDirector)
BOLI Continues to Gain Momentum (ABA Banking Journal)
Closing the Disability Insurance Compensation Gap (BankDirector)
Grow Your Own: Boards Double Down on CFO Development (Agenda Magazine)
Mega Grants: Mega Mo0vator or Expensive Moonshot Bet? (Agenda Magazine)
War for Talent Fuels High Demand for Life-Funded Executive Benefits (Life Annuity Specialist)
Get In Touch
Mike Alberque
SVP, Business Development
Northeast & Mid-Atlantic Regions
201.522.1586