Your key executives are among your most valued employees. Do your current plans have what it takes to retain the best people in your organization? Or to attract high-quality candidates when it’s time to hire?

Our experts work with you to create a complete estate plan that addresses your long-term goals and objectives. Our custom approach is designed to maximize value and peace of mind. We use tools such as gifting programs and trusts to protect the distribution of your estate, reduce tax liabilities and cost-efficiently fund any remaining tax liability.

We identify opportunities and tactics that go beyond conventional benefit caps – with services that include the strategy, design and funding for these nontraditional executive opportunities. We’ll show you how incentives like supplemental life insurance – the foundation of any sound financial plan – controlled executive bonuses and executive disability coverage can create loyalty. In addition, our familiarity and expertise with nonqualified compensation plans, SERPs and long-term care options further provide for your key personnel. Creating and maintaining personal wealth is a process that takes a lifetime of hard work and dedication. Protecting those assets and planning for their future management is a responsibility that we take very seriously.

You’ve worked hard for your success. We at EBI are equally committed to creating an estate plan that honors your wishes, supports your favorite charities and provides ongoing security for your loved ones.


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