Crescents PCG’s Partnership with Lion Street’s Corporate & Business Solutions team provides access to carriers with products that work best for plan designs focused on corporate and business offerings.
What differentiates these carriers’ offerings is a turnkey approach that provides end-to-end support to include design, implementation, administration, reporting and ongoing consulting.
From business protection and key-person coverage to recruitment, retention, and reward strategies, these partners can deliver customized insurance solutions that help businesses optimize their investment in executive benefits.
These carriers are ready to assist you with opportunities that strengthen your ability to match uniquely effective solutions to client needs and objectives.
Group Carve Out: Crescent PCG recognizes the important role group supplemental programs have in providing a comprehensive financial plan for business clients. Bringing the best solutions to your clients requires the knowledge, relationships and experience available through specialty providers.
Crescent PCG has partnered with Dye & Eskin, Inc., to deliver Owners the best solutions in the marketplace.
Click here to view our full line-up of carriers.
Whether you’re engaged in business owner planning, designing executive benefit programs, or tailoring life insurance arrangements to address critical needs, Principal Financial has a solution for your corporate and individual clients.
A comprehensive suite of materials outlines the various approaches available to help solve for unique business owner needs, execute buy-sell strategies, and align organizational and key employee goals with custom nonqualified plans.
BOES Marketing Pieces
Capabilities Brochure (Life Approaches Guide)
Generate sales with buy sell review and business valuation
The Three Key Employee Plan Decision Grids
Insurance Related Best Practices
NQDC Marketing Pieces
NQDC Business Opener: 30,000 foot level view of NQ
NQ Capabilities: How we handle NQ at Principal
Employer Summary: Benefits and considerations for an employer to take when putting in a plan
