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:
Non-cancelable, guaranteed contract to age 65
Level premiums to 65
Regular occupation definition for total disability to 65
Partial or residual benefits
No government offsets
Voluntary rehabilitation
Higher benefit maximums
Expanded definitions of earnings related to “insurable`` compensation
Critical Illness lump sum benefits
Premium refund
Future savings protection
This approach also allows you to insure total earnings as most group plans do not include bonus or dividends.
Request a Quote
For more information or to speak to a CORE benefit advisor, please complete the form below:
“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.
