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.

Bob Smith

Contact us for an employee benefits consultation today.

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Bob Smith—Agency President

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

Contact Us Today

Bob Smith

Bob Smith
Agency President

Let us help you with your employee benefits needs & questions.

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Products underwritten by Nationwide Mutual Insurance Company and Affiliated Companies. Not all Nationwide affiliated companies are mutual companies, and not all Nationwide members are insured by a mutual company. Subject to underwriting guidelines, review, and approval. Products and discounts not available to all persons in all states.