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FOR IMMEDIATE RELEASE
PONTE VEDRA BEACH, FL — (February 13, 2018) Fulcrum Partners executive benefits advisory is shaking up top level executives across the country, delivering eye-opening facts about each executive’s benefit and retirement plan. As part of an engagement strategy that is both disruptive and enlightening, many c-suite executives are receiving information packages along with a communication campaign recommending they visit a personalize webpage, their PURL. Each unique personal webpage features the benefit plan data of the target executive compared to that of other individuals in their peer group. The charts identify people by name and are built on hard numbers, based on the most current information available.
“As soon as executives see their personal benefits charted against their peers’ data,” said Tom Chisholm, Fulcrum Partners Chicago, “they immediately recognize the disparities. They see how the benefits plan that looks so generous now, may not, over time, be the best option for reducing their tax load and maximizing their reward.”
Andy Hart of Fulcrum Partners Washington D.C., is part of the team that spearheaded and launched this innovative engagement plan. Andy explained, “Our contact list includes some 7,000 top-level executives in publicly owned US companies. We are currently reaching out to people, sending them the link to their personal URL. No one in our profession has ever contacted people in such a bold way, but we wanted a cut-to-the-chase approach.”
Fulcrum Partners has spent more than two years compiling data and building a delivery platform for this trailblazing initiative. “We’ve implemented sophisticated customer relationship management (CRM) technology, paired it with top-notch marketing and engagement tools, rebuilt our website from the ground up and developed, refined and re-refined a massive amount of complex and detailed data,” said Chris Nyland, Managing Director of the company’s offices in Charleston, South Carolina. “The hours and dollars invested in this effort are considerable and all the team members at Fulcrum Partners have been challenged and excited to expand our technology skills and grow with this process.”
Last year, Fulcrum Partners celebrated its 10-year anniversary, however the partner/members at the company average more than 31 years of executive benefit experience. The company offers securities through Valmark Securities, Inc. member FINRA, SIPC and Investment Advisory Services through Valmark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners is also an independent member of the BDO Alliance USA.
About Fulcrum Partners LLC:
Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation’s largest executive benefits consultancies. Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Fulcrum Partners is an independent member of the BDO Alliance USA. Learn more about the Fulcrum Partners executive benefits advisory team at https://www.fulcrumpartnersllc.com/fulcrum-partners-team/.
Securities offered through Registered Representatives of Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431, 1-800-765-5201. Investment Advisory Services offered through Valmark Advisers, Inc., which is a SEC Registered Investment Advisor. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
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