• Your clients and prospects are going to obtain these services from somebody so why not get them through you?

  • When they do access these services through you, we revenue share on the case but we also do all of the proposals, presentations, applications and underwriting.

  • The program includes co-branded core material that you can use in review meetings. We also produce monthly marketing materials highlighting unique strategies that you can send out to clients and prospects.

The Fringe Benefits Group has access to a national network of industry professionals including CPAs, Attorneys, Certified Financial Planners, Wealth Managers, and other Niche Industry Experts. We also work with the largest Life Insurance Broker in the country as well as one of the largest Investment Broker Dealers. Our Partnership Agencies and their clients benefit by getting input from these professionals without any initial cost to them. 

Institutional Level Services

 

  • Business Succession Planning

  • Buy-Sell Agreement Consulting

  • Exit Planning for Owners

  • Business Valuations

  • Strategic Compensation Strategies

  • Key Person Retention/Coverage

  • Qualified Retirement Plans

  • Deferred Compensation Plans

  • ESOP – Employee Stock Ownership Plans

  • BOLI – Business Owned Life Insurance

Individual Level Services

 

  • Expertise in High-Income/High Net-Worth Families

  • Income and Estate Tax Planning

  • Retirement Planning

  • Personal/Trust Owned Life Insurance

  • Large Case Life Insurance Programs

  • Wealth Accumulation

  • Wealth Preservation

Partnership Program for Commercial Property & Casualty Agencies

The Fringe Benefits Group can be a powerful resource for you when your clients ask you about Life Insurance, Key Person Coverages or Buy Sell Agreements. We also have turn-key marketing programs to help you develop business in these areas on a proactive basis rather than only a reactive basis. We have partnered with P&C producers all over the country to help deliver these services to their clients.