Sage Benefit Advisers

  • Sage Benefit Advisers is a privately held Employee Benefits Consulting Firm taking pride in exceptional knowledge of the employee benefits landscape. We are able to provide our clients with the knowledge and services necessary for their success.  

    • Transparency: We maintain open and clear communication with our clients.
    • Integrity: Building a strong sense of trust and accountability.
    • Collaboration: We work together with our clients and partners.
    • Excellence: Focus on commitment to greater success and improvement internally and externally.

For more information please visit Sage Benefit Advisers

Cambridge Advisory Group

    • Actuarial and benefits consulting firm founded in 1999
    • Second largest privately held actuarial firm in the United States
    • Clients include many Fortune 200 companies operating domestically and internationally, as well as   several State and Federal regulators and agencies
    • Experience includes work with the federal government, union organizations and major insurance  companies
    • Has served as an expert witness to both private and governmental entities on such matters as fraud, damages realized through price fixing, appropriate actuarial practices and protocols, fiduciary  responsibilities of both plan and third party administrators as well as claim practices and related   reserving issues
    • Affordable and flexible solutions for qualified and non-qualified retirement and health and welfare benefits
    • “Clients First” approach – Cambridge is a “flat” organization where every employee touches every client

For more information please visit Cambridge Advisory Group

Thomas Brady & Associates

    • Thomas Brady & Associates is a national independent insurance firm that has been in business for   over 45 years. The firm specializes in estate planning, business planning and insurance review and   placement for successful individuals, families and businesses.
    • The Brady team is made up of advisors with backgrounds in insurance, estate planning,   non-qualified executive benefit planning and tax and business law, provides custom strategies and   solutions through superior personal service, integrity and expertise.
    Thomas Brady and Associates specializes in all areas of:
    Estate planning

    • Income Protection
    • Irrevocable Life Insurance Trusts
    • Leveraged Credit Shelter Trusts
    • Grantor Retained Annuity Trusts
    • Annuity/IRA Conservation
    • Split Dollar Life Insurance
    • Family Limited Partnerships
    • Qualified Personal Residence Trusts
    • Asset Protection Strategies
    • Private Financing Arrangements
    • Long Term Care Insurance
    • Charitable Planning
    Business planning

    • Buy-Sell Arrangements
    • Key Person Planning
    • Split Dollar Life Insurance
    • Non-Qualified Deferred Comp
    • Long Term Care Insurance
    • Disability Income Protection
    • Spousal Lifetime Access Trusts
    • Supplemental Executive
    • Retirement Plans
    • Executive Bonus Plans
    • DBO Plans

    Insurance review and placement

    • Independence – Access to Multiple Insurance Carriers
    • Comprehensive Policy Reviews
    • Trust Owned Life Insurance Review
    • Underwriting Advocacy
    • Vital Signs and Carrier Solvency Analysis
    • Insurance Implementation
    • Life Settlements

     

For more information please visit Thomas Brady and Associates

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