Executive Benefits

Maintaining a competitive edge in the business world is becoming more difficult, so an increasing number of companies are offering executive benefits to attract and retain key executives, one of the best ways to stay competitive.

Along with long term care insurance and individual disability insurance, supplemental retirement plans are among the most popular executive benefits. May, Bonee & Clark Financial Services has the experience to help you develop a program to address your company’s goals.

We are aligned with LPL Financial, the nation’s largest independent broker/dealer*, enabling us to provide you access to innovative investment-based products and investment platforms, as well as their superior back-office and technical support.

  • Long-Term Care Insurance
    We have access to the leading Long Term Care insurance carries for individual and employer-sponsored plans, and develop personalized Executive Carve-Out  and voluntary insurance programs.
  • Disability Income Protection
    Our professional relationship with national firms allows us to access several of the top providers of individual DI protection. We design Executive Carve-Out plans to coordinate with your existing group LTD and personal coverage.
  • Employee Life Insurance
    We can provide you with quality life insurance at competitive prices because of our close working relationship with all the major carriers, thus protecting your business from one of the most potentially devastating losses ~ the untimely death of a key executive.
  • Special Executive Benefits
    Our experience and consultative approach to working closely with our clients enables us to enhance your employment benefits to your key executives through Deferred Compensation and Executive Bonus Plans. Our plan designs take into consideration the long-term needs of you and your executives, tax planning issues, and funding alternatives.

* As reported by Financial Planning magazine, June 1996 – 2016, based on total revenue.