Kelly Klee Private Insurance’ Executive Benefit Services offer organizational strength, continuity, professionalism, reliability and innovation. We help organizations with their overall executive benefits strategy as well as with the individual areas of plan design, communication, administration, security, and financing, depending on an organization’s needs. For each client, a team of professionals is assigned to provide efficient and comprehensive services.

Benefit Design
A well-designed plan can attract and retain executives while helping ensure the future growth and success of your organization. Kelly Klee Private Insurance works closely with management or the compensation committee to assure appropriate goals and objectives are incorporated into the benefit plans. We offer experience in equity-linked performance plans and other strategies that link compensation to performance. Our experience with mergers/acquisitions gives us an advantage in incorporating change-in-control strategies into your plan.

Kelly Klee Private Insurance combines the multi-faceted talents of a highly experienced and professional staff. Our goal is to develop a long-term, evolving relationship with your Company, and to become a valued extension of your human resource and finance teams.

Common Benefit Plans for Executive and Directors
Kelly Klee Private Insurance’ secret behind exceptional administration is simple: outstanding people and well-designed systems. Our state of the art technology gives administrators robust management and reporting options and executives immediate online access to their accounts. Personalized advice is always available from our professional staff.

• Nonqualified Executive Deferral Plans
• Supplemental Executive Retirement Plans
• Supplemental Life Benefits
• Supplemental Disability Benefits

Provider Evaluation
We are objective. Kelly Klee Private Insurance can assist in RFP/RFI preparation, evaluation and final provider selection.

Implementation Services
Kelly Klee Private Insurance will review and analyze benefit security techniques and their impact on stakeholders. We often implement layered approaches to benefit security to best suit our clients, and have frequently been called upon to provide quick responses to a threatened change in control.

• Communication and enrollment materials and presentations
• Plan documentation and administration guidelines
• Electronic data storage and retrieval process
• Ongoing benefit and funding administration requirements of plans
• Security Experience

Financing Strategies
Most companies prefer to set aside assets to offset increasing liabilities associated with nonqualified plans. Kelly Klee Private Insurance works with clients on the selection of the assets that are most appropriate and effective in this environment.

Financing Solutions
Kelly Klee Private Insurance has the experience to develop an informed funding strategy consistent with your corporate objectives. Our clients rely on our advice to evaluate mutual funds, COLI, company stock and hybrid solutions. The strategy utilized is commonly driven by:

• Complement plan design
• Leverages your benefit dollars
• Protects benefits from change in management control
• Balances investment return, liquidity and risk minimization
• No fund family or carrier limitations