Is Your Executive Benefits Program Meeting the Needs of Your Top Talent?

In today’s highly competitive talent market, attracting and retaining key executives is one of the top concerns for CFOs and boards alike. Traditional benefits packages—like qualified defined contribution plans—often fall short for highly compensated employees and may not stack up against what competitors are offering.

Executive benefit programs are a strategic way to bridge this gap, helping to protect both your organization’s long-term stability and its profitability. However, executive planning and business continuity strategies can be complex and high-stakes—posing challenges not only for executives and key talent, but also for owners and boards.

By closing the gap between the protection and retirement income your top performers need and what traditional group benefit plans deliver, you can gain a critical edge in attracting and retaining the leadership talent essential to your success.

That’s where we come in.

Leverage Our High-Touch, End-to-End Executive Benefits Consulting
Partner with Christi Group’s team of finance professionals, tax and business strategists, risk mitigation experts, and insurance advisors. Our high-touch approach delivers comprehensive support from strategy through execution—ensuring your organization is equipped to meet the evolving needs of executive leadership.

We provide tailored guidance across a wide range of solutions, including:
• Executive retirement planning
• Benefit funding strategies
• Investment planning and portfolio design
• Tax mitigation and optimization strategies
• Succession and continuity planning
• Individual life and disability income insurance solutions
• Foundation and charitable giving structures

Christi can evaluate your existing programs and design tailored solutions that align with the goals of both your organization and its key individuals.

Our range of options includes:
• Business overhead and disability buy-out coverage
• Executive benefit plans for wrap-around coverage
• Key person insurance coverage
• Buy-sell coverage and funding
• Split Dollar Plans
• Supplemental Executive Retirement Plans (SERPs)
• Structuring and funding buy-sell agreements
• Facilitating ESOP buyouts
• Designing and implementing sophisticated succession strategies
• Business valuation services