Give your leadership team
peace of mind
With the tight labor market, attracting the executives and leadership your organization needs require creativity and a bespoke executive benefits package.
These high-income and affluent professionals also have complex needs to provide the right level of financial security for their families with an eye on wealth planning, estate and income tax planning, and life insurance strategies.
Creative insight and guidance to meet high-income earners needs
Risk Strategies offers services and support for:
Executive Strategies & Consulting
Creative executive benefit strategies to attract and retain talent, ensure benefit equity, and meet your organization’s benefit plan objectives.
Private Client Life Insurance
Meaningful life insurance services and strategies including multigenerational wealth planning, liquidity planning for estate tax funding, and income tax planning.
Assistance for policy owners and fiduciaries with sale of unwanted life insurance contracts on the secondary market