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The Perfect Plan® is a proprietary consulting framework that reverse-engineers executive benefits to ensure they match company culture and intent, focusing on tax-advantaged strategies for retention and cost recovery.

How does a 409A Nonqualified Deferred Compensation (NQDC) plan work?

A 409A NQDC plan allows key executives to defer a portion of their compensation until a future date, providing a powerful retention tool. Schiff Executive Benefits ensures these plans are structured to comply with complex federal regulations.

What are the benefits of Bank Owned Life Insurance (BOLI)?

BOLI is a tax-efficient way for banks to offset employee benefit costs and earn higher yields compared to other traditional investments, while providing essential protection.

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April 29, 2026

IBC Study Group 2026 Registration – New Orleans

Author By Matt Schiff Categories Corporate Owned Life Insurance, Deferred Compensation, Employee Retention, ESOP - Employee Stock Ownership Plan, Estate Planning, Executive Benefits, Income Maximization, Life Insurance, Long Term Care, Owner Benefits, Tax Exempt Organizations, Trust Owned Life Insurance

Annual Meeting · New Orleans · November 2026

The 2026 IBC Study Group

Come be a part of the only advanced planning meeting of its kind in the Insurance/Financial services industry – The IBC Study Group. If you are an independent advisor who works primarily with business owners and their key employees, then this is the meeting you want to be at.

Register Now IBC Agenda 2026

DatesNovember 1st, 2026 (4:30pm Reception) – November 3rd, 2026 (12:00pm end)

LocationThe Hotel Monteleone
214 Royal St, New Orleans, LA 70130

Hotel ReservationsBook by 10/9/26. Must be booked through this link.

Click Here for Hotel Reservations

P.S. We encourage bringing “junior” advisors who may be your legacy, to attend and learn, as well as a Center of Influence (COI).

Register for the Meeting

Register for both the meeting and your hotel here.

Please enable JavaScript in your browser to complete this form.

Name *

First

Last

Firm Name *

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Phone *

Email *

Have you attended The IBC before? *

Yes
No

What Year? *

2025
2024
2023
The Ramsey Study Group Years 2007- 2016

Pick all that you have attended

Which Days will you be attending? *

Friday Night
Saturday Night
Sunday Evening (Meeting starts at 4:30pm)
Monday Meeting
Monday Evening Reception at Monteleone
Monday Evening Event (see below)
Tuesday Meeting (ends at 12:00pm)

Carrier Dine Around (Sunday) Option 1 *

The Pelican Club
Galatoire's
Mr B.'s
GW Fins
R'Estaurant R'Evolution
Brennan's
Other

These are the restaurants that we have tentative reservations for tables of EIGHT to Ten at 7:00pm Sunday night. Please pick one restaurant for each option (Option 1, Option 2 and Option 3).

Carrier Dine Around (Sunday) Option 2 *

The Pelican Club
Galatoire's
Mr B.'s
GW Fins
R'Estaurant R'Evolution
Brennan's
Other

Carrier Dine Around (Sunday) Option 3 *

The Pelican Club
Galatoire's
Mr B.'s
GW Fins
R'Estaurant R'Evolution
Brennan's
Other

What Restaurant would you suggest?

Dietary restrictions* *

None
Vegetarian
Vegan
Gluten-Free
Kosher
Nut Allergy
Other

Bringing a Guest? *

Yes
No

Guest Name

Shirt Size (Men Only) *

These sizes are true to size.

Are you or your firm a member of a Producer Group? (This is a 0% tolerance of recruiting meeting)

Yes
No

Producer Group Affiliation

M Financial
Lion Street
Valmark
NFP
The Ridgeback Group
Other

Contact us at (610) 292-9330 or nancy@schiffbenefits.com for more information

Business Owned Life Insurance, Corporate Owned Life Insurance, deferred compensation, key employee, NQDC, Retention Programs, Reward, Stock Alternatives

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Schiff Executive Benefits is an insurance consulting firm that specializes in the design, implementation, financing and ongoing administrative support for non-qualified benefit plans of small to mid-sized firms.

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Address
51 Camellia Ct, Newtown, PA 18940
Phone
(610) 292 9330
Email Address
info@schiffbenefits.com

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