Executive Benefits

Businesses | Executive Benefits

In today’s environment, top executives seek benefits that go beyond traditional group insurance. We partner with you to enhance the recruitment and retention of top-tier professionals through executive benefits, retention strategies, and incentive programs.

Your organization will benefit from best-in-class products and solutions designed to recruit and retain top talent, propelling your business forward.

We offer a variety of services—from insurance solutions to total rewards packages—that are highly valued by these individuals. We listen generously and collaborate with you to build a premier executive benefits package. 
 

Would you like more information?
Would you like more information? Contact Us

Protection, Performance and Peace of Mind

Executive Insurance

Life Insurance
Many group life insurance plans come with benefit restrictions and portability limitations that can disadvantage employees. To address these gaps, many companies offer high-value supplemental coverage through permanent life insurance. Permanent life insurance provides benefits often not available in group plans, including true portability, level premiums, and tax-deferred cash value accumulation.

Disability
Group long-term disability (Group LTD) is the most common form of private disability insurance provided by employers. While it typically offers adequate income replacement for most employees, it may fall short in addressing the income protection needs of higher-income key employees or executives.

Business Insurance

Business owners face a triple threat when it comes to a death or disability. They need both personal disability income (DI) and life insurance protection, along with solutions to safeguard the business. A well-structured plan includes these protections to retain team members, implement effective succession plans, and ensure business continuity in the event of a death or disability.

Related Services

Retirement Plan Consulting

Our team collaborates with you to develop and implement an effective retirement plan tailored to your business and employees.

Learn More
Retirement Plan Consulting Learn More

Insights

Markets in a Minute - Hurts to lose
Week Ending February 7th
Read More
Markets in a Minute - Hurts to lose Read More
Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati
Don't miss out on a fantastic opportunity to hear from our President & Chief Executive Officer Terence L. Horan! Join us for a memorable lunch…
Read More
Join CEO Terry Horan for a Special Presentation with the Rotary Club of Cincinnati Read More
What to Ask a Financial Advisor: Key Questions for Your First Meeting
You've taken an important first step in your financial journey: scheduling a meeting with a financial advisor. Working with an advisor can provide…
Read More
What to Ask a Financial Advisor: Key Questions for Your First Meeting Read More
Back to the Top