Our Executive Benefit Capabilities
The Centurion Group’s Executive Benefit Practice specializes in designing and implementing effective benefit programs for senior executives.
The Centurion Group’s experts have been active in structuring qualified and non‐qualified retirement plans for public and private companies for three decades.
We bring to our corporate clients expertise in executive benefit plan design and funding. Our primary emphasis is on helping senior corporate executives and business owners meet their wealth accumulation needs through deferred compensation plans, supplemental executive retirement plans (SERPs), and other executive benefit plans.
Outside of the corporate setting, we assist high net worth individuals through access to tax‐advantaged, institutionally priced insurance products. We work closely with a client’s existing team of advisors – attorneys, accountants, wealth managers and estate planning experts – to identify areas where tax advantaged investments may help achieve the client’s financial and wealth transfer goals.
Our value proposition is simple.
Senior executives and corporations need unbiased advice when evaluating benefit funding alternatives. We will provide fee‐for‐service consulting services through written consulting engagements so that you can be assured of receiving the best available advice and product, from an unbiased source.
We are experienced in large transactions.
Our partners and team members have complementary skills that include benefit design and legal expertise, large company benefit consulting experience and financial product expertise. This experience gives our clients access to the most competitive products available. We specialize in helping corporate executives design programs that coordinate with existing tax‐qualified plans and equity‐based incentive arrangements.
Our clients include:
- Domestic corporations
- Financial service companies
- Healthcare institutions
- High net worth individuals