Leavitt Group works with executives and business owners to meet their needs with professional attention paid to the unique tax issues and opportunities that face this group.
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Call: (707) 263-7162
Please note: coverage cannot be bound or altered online. A service representative will need to contact you to finalize your request.
What You Need to Know About Executive Benefits
Benefit Plans for Unique Risks
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.
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:
- Key Person Protection
- Estate Planning
- Supplemental Executive Retirement Plans (Deferred Compensation)
- Personal Financial Planning
- Business Succession Planning
- Buy/Sell Planning
- Stock Redemption Planning
- Selective Executive Life Insurance
- Comprehensive Policy Review Services
- Individual Disability Protection