Executive Benefit Plan Specialists

The Cowles Group understands the need to align an organization’s needs and priorities with the interests of company executives. We can assist you by simplifying the complexity of executive benefits so you can recruit, retain, and reward top-level executives in an increasingly competitive environment.

Executives have specific and unique needs in the areas of retirement security, protection against risk exposure, and preservation of assets. We are positioned to provide a comprehensive and flexible menu of services in the area of executive benefit plan offerings that include:

  • Executive Benefit Plan Reviews
  • Proprietary Flex Exec Plans
  • Supplemental Executive Retirement Plans (SERP)
  • Deferred Compensation Plans
  • Executive Carve-out (Life, Disability) and Split-Dollar Plans
  • Executive Bonus Plans
  • COLI/BOLI Plans

Business owners too have unique planning needs, The Cowles Group can assist with business planning including buy-sell arrangements, succession and owner benefits.

Contact Us to schedule a no-obligation consultation today.