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Executive Bonus Plans

Exceed expectations with premium rewards for exceptional employees.

Drive business through executive incentives aligned with your company's values, assets and strategy.

To motivate your executives to work hard and stick around, consider paying the premiums on a specially designed employee-owned life insurance policy. The premium amount becomes a compensation bonus to the executive.

With these plans, the premium amount is tax-deductible to you. We structure these plans so the policy's tax-advantaged cash value accumulation and death benefits provide:

  • Survivor income
  • Retirement income
  • Estate liquidity
  • Disability income protection
  • Educational funding

Want to sweeten the retention pot? You can add a restrictive endorsement that limits the executive’s access to the policy cash values until a certain date.

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