BUSINESS

Business
​Key Employees
Employee Benefits
​Executive Carve Out
Financial Management
Protect Your Business
​​Retirement Planning
​Succession Planning

Executive Carve Out

Attracting and retaining the best leadership talent is critical. Executive Carve Out is a solution that benefits both the employer and their executive employees.

Give your Executives the valuable incentive of life insurance coverage specifically tailored to them. There are plenty of solutions available to employers, the challenge is finding the ones that are cost-effective and easy to administer. This solution delivers the value employers need.

Explore how this type of incentive will set you apart from your competition and provide value to your executives:

• Minimum premium, maximum advantage
  • Only minimum premiums are needed from the employer; however, the employee may add additional premiums to build cash value.
• Premium guarantees
  • The schedule of minimum premiums for each insured is guaranteed for five years.
• Guaranteed-issue type underwriting
  • No medical exam, and no bloodwork involved. Executives can qualify by answering two key questions.
• Tailored coverage
  • Coverage is specifically designed for your executives, which allows it to be a more practical plan than if they were included in a traditional group plan with all other employees.
• Portable coverage
  • Unlike group life insurance, Individual coverage doesn’t go away or decrease at retirement. It’s portable — so employees can take it with them if they retire or decide to leave the company.
• Easy to administer
  • Employee information is managed with a census, updated as needed, and the premiums are paid with a single electronic fund transfer.  

​Talk to a trusted advisor from our team to learn about your options today!

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