Broker Check

Retirement & Executive Benefit Plans

At TLC, we didn't invent the insurance and retirement Benefits
available today, but we have mastered them.

TLC is a collective of professionals working in harmony to deliver a diverse range of insurance and investment services tailored to both your business and individual needs. Trust us to navigate the intricacies of insurance and retirement benefits with unparalleled expertise.

Retirement & Executive Benefit Plans
A company's most important asset is its key talent. Finding ways to recruit, reward, and retain key executives is an ongoing challenge. Because we provided a wide range of executive solutions, we can meet your executive benefits needs in the following areas:

  • Non-qualified Deferred Compensation Plans
  • Supplemental Executive Retirement Plans
  • Group Term Carve-out Programs
  • Split-Dollar Plans
  • Long-Term Care Programs
  • Supplemental Disability Plans
  • Compensation Consulting

We have both the tools and resources needed to guide you through the design, implementation, funding analysis, and ongoing administration of your executive benefits programs.

Other Benefits:
Our broker/dealer is Kestra Investment, Services, LLC. Recognized as one of the nation's best broker/deals, Kestra Investment Services, LLC offers a comprehensive range of products and services from the nation's leading investment companies, including:

  • Mutual Funds
  • Annuities
  • Variable Life
  • Securities
  • Financial Planning
  • IRAs
  • Advisory Services
  • Retirement Plans
  • 529 Plans
  • 401(k) Plans
  • Business Succession Plans
  • Estate Analysis

As Investment Adviser Representatives, we can advise you on a wide range of insurance and benefits issues. When we recommend investment options for you, we do so in the context of your other planning and product decisions.