Key management employees and executives face unique personal, financial, and business planning concerns. Often, their needs exceed the level of available group benefit plans and require a custom benefit strategy. Since the recruitment, retention, motivation, and protection of this elite group is critical to the long term success of the company, you don't want to leave this planning to the inexperienced.
Leavitt Group works with executives and business owners to meet these needs with professional attention paid to the unique tax issues and opportunities that face this group.
Leanne Williams—Financial Services Representative
Key person insurance, buy/sell planning, individual disability carve-out plans, and other high-quality programs are an important aspect of significantly improving the perceived value of total compensation for the executive and protecting your business in the event of the retirement, death, or disability of selected key executives.
Some of the consulting and policies providing executive benefits offered by Leavitt Group include: