Our People

Our core expertise is helping organizations retain key leadership with executive benefits and business protection plans that mitigate risk, reduce costs and generate revenue.

Mission

Mission

To build an all-employee-owned company of extraordinary and devoted professionals, whose expertise supports the champions of the non-profit community through measurably superior executive benefit solutions and partnerships.

Vision

Vision

To be the standard of excellence in providing executive benefit solutions empowering nonprofits to attract and retain mission-driven champions.

Values

Values

We lead
We follow the rules
We tell the truth
We share our success

Our experience is measured in decades and is rich with education and practical know-how from serving organizations for years.

Meet Our Team