Executive Benefits

  • SERP's | Supplemental Executive Retirement Plans 
  • Key man life insurance
  • Buy-sell life and buy-sell disability agreements
  • Salary continuation Plans 
  • NUA| Net Unrealized Appreciation
  • Spit Dollar Life insurance 
  • Nonqualified Deferred Compensation Plans
  • Employee Stock Options (ISO & NQSO)

**As part of planning services we may review and discuss benefits that are currently offered to you through your employer. If new insurance products are recommended and sold, a separate commission will be recieved in relation to policy purchased. Insurance products may be sold through an unaffiliated entity, outside of the scope of securities and advisory services through IAA and IAIM.**