Business Reviews for Advisors
We offer advisors consulting services to review executive benefit plans like non-qualified deferred compensation & incentive-based plans, split-dollar life insurance plans, and corporate (COLI), insurance (IOLI) or bank-owned (BOLI) life insurance portfolios.
We are here to help you and your client
We provide review and audit services to help you understand your client's non-qualified and incentive-based benefit plans - including the liabilities and funding.
We are here to help you and your business client.
Non-Qualified Plans
We provide review and audit services to help you understand your client's non-qualified and incentive-based benefit plans - including the liabilities and funding.
Split-Dollar Plans
We work closely with outside counsel to review both the life insurance policy(ies) and the legal agreement(s) supporting a split-dollar plan.
COLI & BOLI Portfolios
Companies have often acquired various life insurance contracts over the years, either through direct purchase or via an acquisition.
Take 5 minutes to talk with us
We just need a little of your time to start a due care and financial analysis review for you and/or your business client.
How It Works
Authorization
Initial conference call to gather basic information, plan & policy data, and your client's objectives.
Analysis
Gather detailed plan and policy information including liabilities, revaluations, funding asset values, plan documents and potential restructure options.
Review Report
Deliver a detailed report summarizing the review & audit, plans options, and recommendations.