Forms
Client Fact Finders:
Client Ready Census Form – NQDC (Excel File)
Checklist of Executive Benefits (PDF File)
Common Client Questions (PDF File)
Executive Benefits Grid – A Deferred Compensation Comparison (PDF File)
Deferred Compensation Material:
Attraction and Retention of the Key Employee (PDF File)
AALU 409A Final Regs Summary (PDF File)
SBG Phantom Stock Plans – Stand Alone Piece (PDF File)
Company Owned Life Insurance (COLI):
Frequently Asked Questions about COLI (PDF File)
COLI Best Practices Law – AALU 101(j) Review – (PDF File)
Bank Owned Life Insurance (BOLI):
SBG BOLI Article – Consultant Overview
AALU_BOLI_Overview 2004-56
SBG Sample Carriers List
Employer Group Waiver Plans:
SBG EggWhip Flowchart
The_Trillion_Dollar_Gap_Pew report 2010
Iceberg Ahead -The hidden costs of public sector retiree health benefits in New York
AMWINS Corporate Overview
The Egg Whip Mechanic vs RDS Subsidy
For a quote, please download the SBG – EGWP data form