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Executive Benefit Plans & Services

Executive Benefits PlansKey employees and in particular Executives are integral to the success of your organization. Good ones are hard to find and even harder to keep. The Step Benefits Group will work with you in conjunction with some of the finest tax and legal minds available to develop a specialized executive retention package that understands the requirements of your key employees, aligns them with the best interests of your company and ensures tax effectiveness for both the company and the Executive.

List of Services:

  • Key Person Protection
  • Buy-Sell Funding
  • Business Loan Protection
  • Succession Planning
  • Executive Disability Programs
  • Supplementary Retirement Compensation Arrangements
  • Extended Group Coverage
  • Executive Medical Programs
  • Investment Counselling
  • Retirement and Estate Planning
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