Executive Benefits Solutions

One relationship orchestrates the full breadth of your financial world—benefits, insurance, and wealth so your lifestyle and legacy remain protected, on purpose.

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Tailored strategies vary by client profile and objectives. Advisory and insurance services are offered through HUB and affiliated entities, as applicable.

Why HUB Executive Benefits

What sets our model apart for complex lives.

For Organizations

Discovery

Understand your compensation structure, organizational goals, and current benefit offerings.

Design

Benchmark against the market, identify gaps, and build tailored benefit solutions.

Implementation & Support

Roll out with executive onboarding and education, then optimize on an ongoing basis.

For Executives

Consultation

Map the executive’s complete financial picture, goals, and priorities.

Strategy

Analyze compensation, tax, investments, estate, and risk into one integrated plan.

Execution & Management

Execute alongside your CPA and attorney, with proactive ongoing management.

What We Do: The Four Pillars

Four integrated pillars – designed as strategic employer tools that support recruitment, retention, rewards, and retirement outcomes.

Executive Benefit Plans

Compensation architecture that restores lost opportunities and anchors leadership continuity.

Tailored Wealth Management

Plan, invest, and steward multi-generational capital with institutional-quality management.

Business Insurance Solutions

Protect enterprise value, cash flow, and continuity through ownership transitions and leadership events.

Private Client Personal Insurance

Safeguard lifestyle assets and liabilities with worldwide coverage built for high-net-worth lives.

Executive Benefits Plans

Compensation architecture aligned to personal wealth outcomes.

Non‑Qualified Deferred Compensation (NQDC)

Defer salary and bonus to match liquidity and tax windows.

Supplemental Executive Retirement Plan (SERP)

Benefits beyond plan caps to anchor leadership continuity.

Corporate‑Owned Life Insurance (COLI)

Informally fund non‑qualified promises with long‑term policies.

Key Person Insurance (Life & Disability)

Insulate enterprise value from leadership loss and hiring gaps.

Supplemental Life & Disability

Close coverage caps; protect income and family capital.

Business Insurance Solutions

Insurance architecture that matches how value is created and preserved.

Business Succession Insurance

Liquidity for ownership transitions under planned or unplanned events.

Buy–Sell Coverage (Life & Disability)

Enforceable funding for buy‑sell obligations.

Key Person (Life & Disability)

Offset revenue disruption and recruitment costs.

Executive Benefit Plan Integration

Coordinate enterprise risk with executive compensation design.

Private Client Personal Insurance

Coverage tailored to the scale and character of your assets.

Life Insurance

Income replacement, estate liquidity, and legacy funding.

Disability & Long‑Term Care

Protect earning power and preserve capital during extended care needs.

Personal Excess Liability (Umbrella)

Additional limits for complex liability profiles.

Property & Casualty

High‑value homes, collections, and luxury autos—underwritten for your actual exposures.

Valuables

Fine art, jewelry, and unique items with scheduled precision.

Tailored Wealth Management

Compensation architecture aligned to personal wealth outcomes.

Comprehensive Financial Planning

Cohesive plans calibrating cash flow, risk, and opportunity.

Investment Management

Portfolio construction aligned to objectives, tolerance, and constraints.

Estate Planning & Trust Services

Structure ownership, provide liquidity, and streamline transfer.

Tax Strategy & Coordination

Collaborate with tax counsel to position decisions for efficiency.

Comprehensive Strategy for Complex Lives

One team coordinating retirement, wealth, benefits, and risk so every decision works in concert.

Our Experience

  • Institutional retirement plan consulting
  • Private wealth management for high-net-worth families
  • Executive benefits specialization
  • Integrated insurance and risk management

One Dedicated Team

  • Single point of contact with specialist backing
  • Coordinated across investments, tax, estate, and risk
  • Proactive coordination with a CPA and attorney
  • High-touch service evolving with the executive’s career

Frequently Asked Questions

Who is this for?
Senior executives, founders, and families with complex balance sheets and multi‑entity lives.
How do you work with my existing advisors?
We coordinate—never replace—your legal, tax, and family office teams unless asked.
How are you compensated?
Fee‑based advisory, commissions for certain insurance products, or a hybrid, disclosed in writing.
Can you work across states or internationally?
Yes—subject to licensing, product availability, and regulatory requirements.
What should I prepare for our first conversation?
A current net‑worth snapshot, compensation summary, existing policy statements, and your top three priorities.

Let’s Build Your
Financial Future Together.

Schedule a conversation with one of our advisors.

Connect with an advisor

Tell us a bit about yourself and we’ll reach out to schedule a conversation.

HUB Retirement and Private Wealth employees are affiliated with and offer Securities and Advisory services through various Broker Dealers and Registered Investment Advisers, some of whom may or may not be affiliated with HUB International. HUB International owns the following Registered Investment Advisers: HUB Investment Partners; Global Retirement Partners, LLC and RPA Financial. Additional information for each individual HUB International Registered Investment Advisor may be found in the respective Form ADV available on the SEC’s IAPD website at https://adviserinfo.sec.gov. Insurance services are offered through HUB International.

This material on this website was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.