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Employee owned life insurance policy in which the employer lends the premium required to pay for the policy.



Leadership

Our Leaders Drive Excellence In Executive Benefits Consulting

Discover the exceptional expertise of our team, where unparalleled solutions meet innovative leadership. With over 45 years of combined experience in the financial services industry, our leaders drive excellence in executive benefits consulting. Committed to delivering solutions-oriented service, we navigate the complexities of the financial landscape to optimize your executive benefits strategy.



Tailored Solutions

Let’s Work Together

Let’s work together to build the right executive benefits strategy for your institution or business.