How We Work
- The companies and advisors we support understand that a rewarding executive benefits program can be essential to holding key talent to an organization. We approach plan design by designing customized programs to meet strategic goals and economic efficiency.
- Consultative Approach that begins with probing questions regarding objectives, costs, expectations, and opportunities.
- With a problem-solving mindset, we see each engagement as a unique challenge.
- Our customized designs help satisfy both employer and participant expectations.
Brookfield Partners Capabilities
- Restructure prior benefit programs
- Consult regarding Plan Design Options
- Design and Coordinate Participant Communications
- Provide On-Going Plan Administration and Technical Support
Areas of Expertise
- Non-Qualified Deferred Compensation
- Supplemental Executive Retirement Programs (SERPs)
- Phantom Stock and Performance Plans
- Corporate Owned Life Insurance Programs
- Corporate Sponsored Annuity Programs
- Executive Life Insurance Programs (Split Dollar, DBO, and Executive Bonus)
- Guaranteed Issue High Limit Life and Disability Insurance Planning
Communication and Education
- One-on-One or Group Meetings (Phone and Online Meeting)
- Pre-recorded videos and presentations for later training
