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Planning for all of life's "What Ifs".
Schiff Executive Benefits - Helping Business Owners Solve All of Life's "What If's"
Helping Business Owners Solve All of Life's "What If's"
info@schiffbenefits.com
Office Hour: 08:30am - 5:00pm
(610) 292-9330
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Nancy Joy Schiff – Chief Marketing Officer
Jayne N Schiff, MSFS, CLU, ChFC, REBC, CAP
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Benefit Plans Offered
The Perfect Plan®
Deferred Compensation Plans:
Employer Paid Retention Programs
Supplemental Executive Retirement Plans (SERP)
Phantom Stock: Ownership as a non-owner
NQDC In Not-for-Profits
Employee Paid NQDC Plans
401(k) Mirror Plan :NQDC
401K Mirror Plans
409A Compliance, Design, and Strategy
409a Corrections
Top Hat Plan Filing: (120 Days)
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REBA – Restricted Executive Benefits Arrangement
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ESOP – Employee Stock Ownership Plan
Business Valuation
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Creating Income in Retirement
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Individual Life Insurance
Whole Life
Variable Universal Life (VUL)
Indexed Universal Life (IUL)
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COLI – Company Owned Life Insurance
Type of Products Available
Company Owned Life Insurance (COLI): Strategic Financial Security
Inst. Corporate Owned Life Insurance (iCOLI)
ICOLI Peer Review Analysis
Private Placement Life Insurance (PPLI)
COLI FAQs
BOLI – Bank Owned Life Insurance
Types of BOLI Available
General Account Universal Life BOLI
Separate Account Universal Life BOLI
Hybrid Account Universal Life BOLI
Institutional Indexed Universal Life (IIUL)
Our BOLI Process
Banking Rules for BOLI Implementation
BOLI -FAQs
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Jayne Schiff Inducted into American College Hall of Fame.