Life

  • Nonqualified deferred compensation plans
  • Executive bonus plans
  • Restricted executive bonus arrangements
  • Insurance-based retirement plans
  • Buy/sell arrangements
  • Key person plans
  • Split dollar plans
  • Stock redemption plans
  • Employee stock ownership plan (ESOP) funding

DELAWARE OFFICE

200 Continental Drive #401
Newark, DE 19713
302-241-0666

MAIN OFFICE

77-79 E Main St., 2nd Fl.
Elmsford, NY 10523
914-432-3087

VIRGINIA OFFICE

919 E. Main St. #1000
Richmond, VA 23319
804-214-3833

States we currently serve: Arizona, Massachusetts, Connecticut, New York, New Jersey, Pennsylvania, Delaware, Maryland, Ohio, Virginia, North Carolina, Georgia, Florida, Washington, California, Colorado, & Michigan