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Executive Benefits

Your key executives are responsible for driving the success of your organization. Is your retention plan compelling enough to keep them in place? Are you working to motivate them and to recruit the next generation of leadership?

The advantages of cultivating a high-performing executive team are many: keeping institutional knowledge in-house, avoiding operational disruptions, advancing strategic priorities, and more.

A robust executive benefits program is a powerful tool to attract the best talent, retain top executives, and motivate your current leadership.

Executive benefits can include:

  • Split-Dollar Plans
  • Non-qualified deferred compensation plans
  • Corporate-Owned Life Insurance (COLI)
  • Section 162 Executive Bonus Plans
  • Supplemental Life Insurance
  • Supplemental Disability Insurance

Contact Us

We can help you plan a strategic executive benefits program that meets your unique business needs.

Joseph A. Cappello

Joseph A.  Cappello, CPFA, CMFC®, FPQP™

Wealth Manager & Retirement Plan Consultant

Paul Winkler

Paul  Winkler, AIF®, CPFA

Wealth Manager & Retirement Plan Consultant

Robert Wright

Robert  Wright, CPFA

Retirement Plans Specialist

To learn more about our services or to schedule an appointment: