Executive Benefits

Get the most attractive plan in place for your key leadership.

Overview

To run your business at peak performance, you must be able to attract and keep talented leadership. However, executives and high net worth individuals require more than basic coverages due to their high level of responsibility, multiple holdings, and importance to your operations. You need to be able to craft a benefits package that fits the needs of the individual and incentivises them to stay.

IOA experts have the knowledge you need to customize the right package and set up the best risk management and growth strategies for each person.

Our Focus
  • Life
  • Term life
  • Key person life
  • Key person disability
  • Individual disability
  • Buy-sell
  • Voluntary benefits

Life Insurance Awareness Month

September is Life Insurance Awareness Month. It’s a great time to review your life insurance needs and consider how it protects you, your family, and your business.  To see some real-life testimony on the value of having your life insurance needs covered, check out the videos below. They will give you insights into how life insurance has impacted others.
When you consider your needs, be sure to review:

  • Coverage amounts
  • Beneficiaries
  • Pricing
  • Type of policies available
  • Policies possibly expiring
  • Cash values that are not performing as projected
  • Investigating whether pretax dollars can be used to pay premiums

It’s a great time to take stock of your life insurance and protect your loved ones and business with proper insurance planning. For more information, contact your IOA advisor today!