Fulcrum Partners Joins OneDigital

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409A Nonqualified Deferred Compensation

A nonqualified deferred compensation plan (NQDC) is an executive’s most effective, tax-deferred wealth-accumulation strategy. When a company, as the plan sponsor, integrates executive benefit plans into total rewards, it aligns the objectives of talent and stakeholders in a powerful and cost-effective way.

//NQDC, DCPs, SERPs, and other strategic tools//

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Executive Benefits Benchmarking

Attracting and Retaining Key Talent

Does your organization benchmark compensation, while overlooking the quantifiable value of executive benefits? Plans may seem comparable on the surface, but when you examine the facts, differences can be substantial …and consequential.

//Benefits benchmarking strategies, hard data comparisons, retirement income replacement ratios.//

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Institutional COLI//BOLI//ICOLI

Strong, targeted benefit plans help companies attract and retain top talent. Your organization can manage the liability and expense of its benefit plan by utilizing corporate, bank, or insurance company owned life insurance (COLI), (BOLI), or (ICOLI), while benefiting from it as a tax efficient, income-producing alternative asset on the balance sheet.

//Learn more about mitigating risks with COLI, BOLI, or ICOLI solutions.//

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Succession Planning

Time and Money.

Protect your assets with business succession plans, buy/sell agreements, key person insurance, disability insurance, and executive life coverage.

//Executive insurance products for companies and individuals.//

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EXPERTISE that INSTILLS CONFIDENCE®

Check the background of the Fulcrum Partners investment professionals on FINRA’s BrokerCheck.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Valmark Securities, Inc., Valmark Advisers, Inc., Lion Street Financial, LLC., or Lion Street Advisors, LLC. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.