nonqualified financial planning
nonqualified financial planning
Executive benefit planning begins with a need. Whether it's to recruit, retain, reward or to align, incentive, motivate, your business recognizes its need to compete for the most capable talent. Glasir can help plan to meet those needs while continuing to satisfy other obligations.
Current economic perspectives will set an initial strategy. Your plan should remain nimble enough to adapt to change.
Glasir was founded by an executive benefit planner with years of experience in human capital and financial consulting for business and institutional clients. Glasir has particular expertise with informally funded plans and institutional uses of life insurance.
Nonqualified Deferred Compensation (NQDC)
Supplemental Executive Retirement Plan (SERP)
Phantom Stock Plans
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Executive Life Insurance Plans (ELIP)
Executive Survivors Income Plan (ESIP)
Executive Life Insurance Savings Plans (ELISP)
Employer Sponsored Preparedness & Supplemental Savings Plans (ES-PASS)
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Corporate Owned Life Insurance (COLI)
Insurance Company Owned Life Insurance (ICOLI)
Bank Owned Life Insurance (BOLI)
Please contact us for thoughts on your particular situation.
Executive benefit plans typically create an obligation your company needs to be able to satisfy in the future and account for in financial statements. Companies should consider current and future financial impacts of offering these plans. Often, a treasury asset strategy can be implemented alongside an executive benefit plan to mitigate these impacts.
Great question because there are numerous options on both sides of the accounting equation--liability and asset. A company's tax and legal structure, industry and particular circumstance drives these decisions.
Retirement planning is often part-and-parcel with executive benefit planning. Individual total retirement analyses can be done as part of the planning and implementation process.
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Glasir Life
Valhalla, New York, United States
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