Organize & Simplify:
Rethinking Executive Bonus Plans

Attract, Retain, and Reward—With Clarity

Attracting and retaining top leadership is one of the most important investments your business can make—but most bonus plans are designed in a vacuum, disconnected from long-term value or personal financial strategy.

That’s the Trust Gap—when business owners want to reward key people but aren’t confident the incentive structure is working the way it should.

We help you close that gap by designing executive bonus strategies that are clear, structured, and coordinated with your broader financial plan.

What Is an Executive Bonus Plan?

An Executive Bonus Plan is a non-qualified arrangement where the business provides a bonus (typically used to fund a life insurance policy) for a key employee or executive.

It’s often structured to:

• Offer additional retirement or protection benefits
• Help retain key leaders with vesting provisions
• Provide tax-advantaged benefits to both parties (when structured properly)
• Allow portability for the executive

Bonus plans may include:

• Single bonus: Employer pays a bonus used to fund permanent life insurance
• Double bonus: Employer also reimburses the employee for tax owed on the bonus

Why It Matters

Without a well-designed strategy:

• Bonuses may feel transactional, not intentional
• Key people may leave for better-structured opportunities
• Owners may miss the chance to integrate compensation into long-term planning

Who Benefits From These Plans?

• Business owners looking to incentivize without giving up equity
• Key employees whose value goes beyond salary alone
• Executives nearing retirement who need tax-efficient supplemental savings
• Firms that want to retain high-impact talent through clarity and commitment

Let’s Make Compensation Strategic

We don’t just build a policy—we help you connect your leadership incentives to the bigger picture.

Let’s organize your options, simplify the design, and clarify how executive bonus planning fits into your company’s growth.

📞 Call us today: 903-533-8585

📅 Or Schedule a Benefits Strategy Session