Welcome to Executive Benefits Group
Executive Benefits Group (EBG) has been a leader and innovator in the executive benefits industry for over 26 years. We provide a complete suite of executive benefit solutions with a core expertise in corporate supplemental disability income protection programs.
Our mission is to provide an increased awareness to our clients regarding the risks associated with financial gaps (disability, death, retirement, etc.) and to utilize available solutions and products to mitigate and even abate those risks.
We provide insightful guidance and comprehensive support to our clients with affordable, and easy-to-administer solutions.
While executive benefits are all that we do, we understand it is a part of the responsibilities that our clients face, so we have designed our implementation and ongoing administration services to provide high impact positive experiences to the executive, and low impact administration to the employer group.
SUCCESS STORIES
We have many successful client engagements which demonstrate the breadth and depth of our capabilities. While our recommendations may vary by client, our approach is always the same. We conduct a complete and objective diagnostic analysis of the client’s existing situation and compare that to their stated objectives. Then we develop options (based on their decision criteria) which will fulfill their objectives and tolerances.
OUR SERVICES
Analysis
Our process begins with a thorough census and in force coverage review. By utilizing benchmarking tools and understanding the corporate philosophy of our clients, we can assist in developing a valuable program that will be beneficial to both employers and their employees alike.
Design
The proper plan design starts with our clients’ objectives. Whether it is: providing benefits for recruiting and retention of key employees; reducing costs; or simply filling gaps in coverage experienced by traditional group programs; we can design and model a variety of customized programs to ensure that our clients’ objectives are met.
Implementation / Enrollment Support
We believe in a multi-point enrollment strategy. Email fatigue is a common issue with many employees, therefore providing a variety of communication options is key. Our professional and customized education and enrollment decision support tools are designed to provide the right solution for each employee. Whether it is a personalized phone consultation with one of our product experts, a personalized kit mailed to their home, a customized electronic presentation, or a face to face meeting; we ensure that our clients have options to review the information in a way that is most comfortable for them.
Ongoing Administration
Our process begins with a thorough census and in force coverage review. By utilizing benchmarking tools and understanding the corporate philosophy of our clients, we can assist in developing a valuable program that will be beneficial to both employers and their employees alike.
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. Neither Kestra IS nor Kestra AS are affiliated with Executive Benefits Group, Inc., nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms.
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