Nonqualified Plans | Benefit Liability Funding;
Life Insurance (COLI/BOLI) | Executive Benefits | Estate Planning
Through a powerful combination of independence and experience, Mullin Barens Sanford Financial and Insurance Services (MBS Financial) is a leading consulting firm that assists companies with 409A and other executive compensation and benefit needs. Whether crafting a plan that balances employee retention with stakeholder interests, improving existing plan design and operation, or providing TPA search services, our clients have come to expect independent ideas and innovative concepts. Our custom solutions aim to reduce corporate income taxes, lower the cost of providing executive benefits programs, build assets for retirement, protect income, provide for heirs, and build legacies.
Working closely with our clients and their advisors, we design solutions to deliver long-term performance with service that exceeds expectations.
Our clients benefit from exclusive access to differentiated products and service founded on experience, innovation, collaboration, and leadership that has guided the industry for more than 35 years.
We specialize in the custom design of sophisticated life insurance strategies – for business and affluent individuals – that help to preserve and grow assets in a tax-efficient manner.
Honored by the clients who choose to work with us, everything we do reflects our commitment to delivering the insight, perspective, and extraordinary financial designs our clients deserve.