Executive Insurance

Executive Insurance

Tailor-made solutions to enhance executive team’s coverage to create added peace of mind.

Executive Services at a Glance

Insurance planning (e.g., life, long-term care and disability)
Wealth transfer
Estate planning
Premium financing
Retirement income planning
Foreign national
Special risk
Key person insurance
Business succession
Executive compensation

A comprehensive insurance plan is a tool to ensure your company is taken care of during unexpected times. We believe taking care of your executive team should be part of that plan.

We offer extensive, customized solutions that enhance your leaders’ current coverages. This includes incorporating sophisticated insurance concepts that affect both the individual and the business.

Employee Input

Expected & Utilization
Network Preference
Health Status

Employee Input


Employee Input

Risk Tolerance
Health & Finance Concerns
Healthcare Consumerism

Public Data

Healthcare Costs & Utilization

Statistical Modeling

An algorithm creates a recommendation considering:
  • Types of plans that match people's specific needs and wants
  • A cost that balances premiums with expected out-of-pocket expenses
  • A match to physician network preferences and overall desires and concerns

Plan Recommendations

Click a plan to see the distribution:
Single Male
HDHP Health Plan
Long-term Disability
Short-term Disability
Basic Dental
Single Female
PPO Health Plan
Critical Illness
Transit FSA
HMO Health plan
Long-term Disability
Enhanced Dental

Explore Your Options

We can Help you save money and manage risk

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Your Partner in Creating Security

The various types of insurance and compensation packages can be complex and confusing. Whether it’s planning for retirement, ensuring long-term care, reducing estate tax liability, distributing assets or planning for heirs, the good news is that we’re specialists who shop the market so you don’t have to. We serve as a trusted advisor to our clients, consulting on the best coverage for your executive team’s specific needs.

Whether you need to create a safety net for your new family, update a buy/sell agreement, or identify smart ways to pass along a hard-earned estate to the next generation, we can create a tailor-made plan so you have greater peace of mind, now and well into the future.