• Ascensus
  • Newport
  • FuturePlan
  • Provident Trust

All Resources

How Advisors Can Maximize Client Engagement Using the Latest Compensation, Retirement, and Benefits Insights

Engage Clients · Plan design & capabilities · Insights

Compensation, Retirement, and Benefits Trends Report

In an uncertain economic landscape, balancing compensation, retirement, and benefits programs is crucial for clients looking to attract and retain talent. Leverage insights from Ascensus' annual Compensation, Retirement, and Benefits Trends Report to guide your clients in understanding their program’s competitive position and making informed decisions for the year ahead.

Maximize Nonqualified Plans with COLI: Tax-Efficient Funding for Key Talent

Growth Strategies · Expand my practice · Article

Boost NQDC Plans with COLI

Discover how Corporate-Owned Life Insurance (COLI) can enhance nonqualified deferred compensation plans. Learn how COLI offers tax advantages, reduces plan costs, and supports long-term financial security for your clients. 

    Scroll to top