Benefit Plans Archives - Global Investment Strategies

Life & Advanced Planning and Executive Benefits

by Doug McClure | Feb 1, 2019 | Benefit Plans, Estate Planning

No doubt the financial industry has been slow in evolving beyond the transactional. We realize this and that is why at Global Investment Strategies, we offer next-level consultative services that will establish your business, help in personal and estate planning and...

Establishing a Proper Executive Benefits Plan

by Doug McClure | Jan 30, 2019 | Benefit Plans, Leadership

When companies cater to retirement planning, they do so through a 401(k) plan, sometimes with profit-sharing or matching benefits or without. These plans are quite good for rank-and-file employees, but they greatly limit the corner-office types. Challenges that Face...

Keeping Talent: Benefit Plans vs. Stock Options

by Doug McClure | Jan 17, 2019 | Benefit Plans

Most employers offer retirement planning as a way to keep employees in their companies. Now, to the normal rank-and-file employees, these plans are great. However, when looking to impress the top executives, they limit them. One, top executives cannot use these plans...