Executive Benefit Plan Types

Deferred Compensation Plans

  • Elective Deferred Compensation
  • Supplemental Executive Retirement Plan
    1. Defined Benefit
    2. Defined Contribution
    3. Target Benefit
    4. Split Dollar Design
Executive Life Insurance
  • Death Benefit Only (DBO)
  • Section 162 Bonus Plan
  • Endorsement Split Dollar
  • Collateral Assignment Split Dollar
Other
  • Supplemental Disability Income (DI)
  • Executive Long-Term Care (LTC)
  • Loyalty Plans for Non-Employee Dealers, Distributors, Customers
  • Split Dollar Swaps
  • Split Dollar Offset Plans with External Financing Structures
  • Key Man Life Insurance
  • Key Man Disability and Critical Asset Protection

For Supplemental DI and Executive LTC plans, additional external consulting expertise may be sought by Advaita Consulting, Inc. in order to provide the best knowledge to our clients