Business Executives
- Cash Balance & Profit Share Plans
- Executive Life Insurance Plans
- Disability Compensation Plans
- Executive Long-term Care Benefit
As the competitive landscape adjusts to economic and societal forces, so do the ways companies seek to attract and retain their key executives.
As an employee critical to the success of a business, Executives are ultimately responsible for navigating the business to profitability, and they expect their work to be handsomely rewarded when they are successful.
Under the restrictions of the most common employee benefit plans, talented executives and skilled professionals face issues in growing and protecting their income and assets for their families.
High income earners can be limited in their participation in qualified employer-sponsored plans, often leaving them overtaxed during their careers and underfunded when retirement arrives.
In addition, employer group term life insurance plans seldom achieve the goal of providing the current and future income protection that today’s executives want for their families.
And a typical disability plan is limited to an income threshold often well below the needs of the company’s top earners.
Skipping over “off the shelf” products, we provide Executives and business professional with customized solutions that are uniquely crafted to address their unique benefit needs.
Ask your Cavalry advisor if these executive carveouts are available and make sense for your business.
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