Executive Benefits

Leverage our team’s expertise in executive benefits consulting

Gallagher’s Executive Benefits Practice consults with both for profit and nonprofit organizations in all industries. We design executive retirement planning, benefit funding, investment strategies, and individual life insurance and disability income solutions that support your staff and overall organization. Our national team of finance professionals, tax and business strategists, risk mitigation specialists, and rewards experts, possess an effective mix of expertise and discipline dedicated to helping you achieve your goals.

Access best-in-class executive benefit solutions

Our collaborative methodology ensures we consider the needs of your various stakeholders, your risk tolerance, and your due diligence and compliance requirements. We consult on a wide variety of executive benefit options and funding vehicles. Moreover, we have extensive relationships with deferred compensation plan administrative specialty firms, insurance carriers, investment platforms, and rabbi trustees so you have access to the best options, never a one-size-fits-all plan.

Some of the areas we’ll consult with you on to develop your executive benefits plan include:

Executive Benefit Options:

• Split-Dollar plans
• Employer-funded Supplemental executive retirement plans (SERPs)
• Nonqualified deferred compensation plans
• Corporate-owned Life Insurance (COLI)
• Section 162 executive bonus plans
• Supplemental life insurance
• Supplemental disability insurance

Additional Business-Related Services:

• Business valuations
• Buy Sell Agreements with funding
• ESOP buyouts
• Preferred stock recapitalizations
• Private annuities
• Estate and tax planning
• Business continuity
• Wealth transfer
• Broad-based and executive compensation benchmarking

Our team is dedicated to delivering group and individual financial wellbeing solutions. We will enable easy accessibility to the unique skill sets of renowned experts who are critical to achieving successful retirement planning, sophisticated investment solutions, independent fiduciary services, actuarial consulting services, executive benefit retention programs and individual life insurance needs.

Retirement Disclosure Statement

The information published on this web page applies to residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.

Gallagher Benefit Services, Inc., a wholly owned subsidiary of Arthur J. Gallagher & Co., is a non-investment firm that provides employee benefit and retirement plan consulting services to employers. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Not all individuals of Gallagher are registered to offer securities through Kestra IS or investment advisory services through Kestra AS. Kestra IS and Kestra AS are not affiliated with Arthur J. Gallagher & Co. or Gallagher Benefit Services, Inc. Neither Kestra IS, Kestra AS, Arthur J. Gallagher & Co., their affiliates or representatives provide accounting, legal or tax advice.