Executive Benefits

People have always been drivers of success at corporations of all sizes and types. Now more than ever, finding and retaining those people is critically important, particularly among the executive ranks. The people at MBS Financial understand all of the tools available to you to not only find and retain the right people, but to align their interests that drive results.

Nonqualified plans are no longer an optional benefit offering. Over 92% of the Fortune 1000 offers a plan(1)to differentiate, companies must craft intentional and compelling plans to meet executives’ needs. And Mullin Barens Sanford ensures eligible executives have the critical, confidential support they need to understand this valuable company benefit. With over 225 plans and 40 clients in the Fortune 500, our clients benefit from differentiated products and service, driven by 40 years of experience, innovation, collaboration and leadership.

Our knowledge and relationships in all of these marketplaces make MBS Financial your premier partner in attracting, retaining and incenting your key people.

BOLI Placement

In addition to the need for quality benefit programs, Banks exist in a highly regulated industry which can make it difficult to finance benefit programs effectively and find necessary return from permissible asset classes. MBS Financial maintains relationships at the highest levels of insurance companies, which allow us to specialize in placing the highest quality Bank Owned Life Insurance (BOLI) with banks of all sizes. BOLI is a bank permissible asset class which in many cases allows the purchasing bank to recognize higher returns than they would otherwise achieve with other permissible assets, however it takes a partner like MBS Financial to lead the bank through the complex regulatory and purchase requirements necessary to stay in compliance.

1 Current Practices in Non-Qualified Deferred Compensation. Newport Group, 2019.

Let us design a customized solution to fit your needs.