Executive Benefits Overview: Navigating Today’s Market



Executive Benefits Overview: Navigating Today’s Market

April 2020

When properly designed and serviced, executive benefits are an effective tool in retaining your key leaders. Executive benefits help maintain a leadership continuity that enables you to meet challenges, achieve strategic goals, and grow your organization. Join us for an overview of executive benefits: strategies, funding options, regulatory compliance, and the effect of today’s financial market.

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Rob Fitzgerald is a Vice President with the Gallagher Executive Benefits practice. He consults with credit unions and other nonprofit organizations across the country on solutions to attract, retain, and motivate key personnel. Rob is responsible for ensuring the ongoing performance and regulatory compliance of his clients’ plans. He works closely with boards to determine appropriate plan levels with a focus on safety and soundness. He regularly interfaces with state and federal examiners on behalf of his clients. Contact Rob