Non-Qualified Defined Benefit Plans – The Comeback Begins
Speakers: Dave Graham, MBA, JD, LLM, CLU, ChFC, Vice President, Global Atlantic Financial Group
Year: 2020
Body of Knowledge:
Business Planning,
Non-Qualified Executive Compensation Arrangement,
Deferred Compensation
Competence: Broad |
Level: Technical |
Session Rating: 4.30
This session will look at the history of NQDB plans - why they went from being widely used to almost out of existence. We will explore changes in our industry that now has NQDB plans being implemented again, especially by companies with the greatest desire to attract and retain the best executives in their industry. Finally, we will walk through a case study that will allow you to examine your client and prospect list and have you ready to introduce a new and exciting opportunity.