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TRISCENDNP » Archives for Kristie Hartmann » Page 3

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  • Author: Kristie Hartmann
Case Study: The Secured Split-Dollar with Long-Term Care Program

Case Study: The Secured Split-Dollar with Long-Term Care Program

by Kristie Hartmann | Oct 5, 2021 | Blogs

Introduction Long-term care is required for people who experience significant declines in capacity and can no longer perform the “Activities of Daily Living,” including dressing, bathing, eating, caring for incontinence, mobility, and using the toilet. Long-term care...
Business Protection: The Importance of Planning for Retention and Succession, Disability, and Premature Death

Business Protection: The Importance of Planning for Retention and Succession, Disability, and Premature Death

by Kristie Hartmann | Sep 24, 2021 | Blogs

When formulating a business protection plan, we commonly find that business owners have insured their business premise, its contents, equipment, and inventory. However, many business owners do not extend their business protection plan to consider employee retention...
The Importance of a Retirement Benefits Philosophy

The Importance of a Retirement Benefits Philosophy

by Kristie Hartmann | Apr 9, 2021 | Blogs

In today’s highly competitive employment market—which is often national in scope—Supplemental Executive Retirement Plan arrangements reward key employees for their performance, while offering future-orientated incentives. For organizations seeking to offer...
Leading and Implementing an Effective Supplemental Executive Benefit Arrangement

Leading and Implementing an Effective Supplemental Executive Benefit Arrangement

by Kristie Hartmann | Feb 8, 2021 | Blogs

At its core, Supplemental Executive Benefit Arrangements comprise of three lifecycle phases — design, implementation, and administration. With an emphasis on stakeholder collaboration and education, the initial design phase is an iterative process culminating in...
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