Leadership Team Benefit Plan
A competitive leadership benefit plan is a tax efficient tool that helps to attract and retain your key personnel.
Our plans include the following features
Adequate levels of coverage
Equality in the level of benefit dollars as a percentage of total compensation
Flexibility and portability with rate guarantees
Supplemental Coverage For Your Leadership Team
Our innovative solutions include adding an additional layer of individual coverage to your group plan.
This adds a guaranteed element of coverage which includes the following features of individual policies:
This approach also allows you to insure total earnings as most group plans do not include bonus or dividends.
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“I’ve trusted CORE benefit consulting with my group benefit business since 2008 and I continue to be impressed with their level of service and expertise. They are extremely proactive, very responsive and an absolute pleasure to deal with.”
David Mason, CLU, CFP, CHS, CIM
Donnelly Advisors Group Inc.