InterContinental Insurance Brokers, LLC

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Executive Benefits & Estate Planning

Non-Qualified Deferred Compensation

We specialize in the design and implementation of tax-advantaged alternatives to traditional Non-Qualified Deferred Compensation and/or Supplemental Executive Retirement Plans (SERP) for highly compensated executives.

Benefits of a Tax-Advantaged “SERP”

  • Guaranteed Tax-Free Retirement Income
  • Optional Long Term Care Reimbursement Rider
  • Guaranteed Post Retirement Life Insurance
  • Asset Protection in 43 States
  • Flexible Customized Plan Design

Estate Planning

Advantages to Life Insurance for Estate Plans

  • Leverage the exemption. Life insurance, depending on the age and health of the insured, as well as the structure and design of the policy, can guarantee multiple income tax-free insurance proceeds 
  • Diversify the investments. Modern portfolio theory requires proper asset allocation and diversification. Guaranteed life insurance as the fixed income component of the trust can maximize long-term investment performance.
  • Manage the Estate. Provide tax-free liquidity to the trust to equalize the estate proceeds or indirectly pay the estate tax liability.

Our Executive Benefits Team

Bruce A. Carter
Executive Benefits & Estate Planning

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