For Your Business

As an experienced business owner, you know how critical it is to protect your competitive advantage. Often that advantage is your great employees. But how do you help ensure these key people remain loyal to your company?

Surprisingly, the answer may be simpler than you think. Helping employees meet their goals, like saving for retirement and protecting their loved ones, can be a great way to inspire loyalty. And one smart, simple way to do this can be to offer an executive bonus plan. These supplemental employee benefit plans go further than traditional qualified plans to provide additional retirement benefits, provide permanent life insurance protection, and much more—helping you to reward and retain the people that help make your company successful. Your employees are critical to your success.

How can you reward them for their contributions and make sure that they want to stay?

Executive Benefit Plans

  • Key Person
  • Deferred Compensation

Estate Planning

  • Trust Services

Qualified Planned Funding and Administration

  • Pension Plans
  • 401(k)

Group Benefits

  • Life Insurance
  • Disability Income
  • Dental Insurance
  • Health Insurance

Succession Planning

  • Buy/Sell Agreement Funding
  • Business Overhead Protection

Tailored Services for Non-Profit Organizations

  • Key Person Coverage
  • Group Benefits
  • 403(b) Tax Sheltered Annuities


For the life of your business, your people.

Back in 1983, when we started, business was a very different beast; a lot has changed. Through the years we have worked with businesses of all shapes and sizes; from the smallest start-up to thriving large businesses with hundreds of employees. With over 35 years’ experience in the group employee benefits arena we know what it takes to make your benefit packages work for you and your employees.

  • As an independent brokerage we represent all major insurance carriers
  • We analyze your group’s list of physicians and confirm their participation in all of the plans we design
  • We act as your liaison in all administrative/claims concerns as allowed by HIPAA Regulations
  • Accessibility to all top rated insurance carriers
  • Competitive rates on all insurance options
  • Licensed in multiple states across the country


Long Island Business News Features Jeff Weiner - going above and beyond for his clients. Click here to read article.