EXECUTIVE BONUS PLANNING

We’ll give you options to help you retain your key people and attract new talent.

Think big picture.
We will help outline your long-term
personal & business financial goals.

The needs of c-level executives can be different than other company employees.

We’ll give you options to help you retain your key people and attract new talent by offering an executive benefits package. We’ll help you customize a plan to provide for the financial needs of your top employees, using an individual life insurance policy, annuity contract or a combination of both.

Talk to your Catalyst professional for information on:

  • Deferred compensation
  • Executive bonus programs
  • Pre-funded medical benefits
  • Split-dollar insurance
  • Estate planning
  • Group term carve-out programs

 

Think big picture – Work with your Catalyst Group to help outline your long-term personal and business financial goals.

CONTACT US

TULSA
Office: 918-524-6319
Fax: 866-712-884
1425 East 41st Place South
Tulsa, OK 74105
jlpaschal@financialguide.com

OKC
Office: 405-486-1400
Fax: 866-712-8849
1300 N. Walker, Suite 200
Oklahoma City, OK 73103

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Catalyst is not a subsidiary of MML Investors Services, or its affiliated companies. Supervisory Office 1300 North Walker Ave, Suite 200, Oklahoma City, OK  73103

CRN201904-209030