Transforming Executive Benefits into Competitive Advantage

We help business owners and executives build benefit plans that recruit, reward, and retain the leadership and talent that drive success.

The Galbreath Group is committed to being a valued resource and trusted advisor to the banking, institutional, and corporate community by providing solutions to both the asset and benefit side of the equation.

Institutional Life Insurance

BOLI/COLI/ICOLI/CUOLI 

  • Design, implementation, administration, and portfolio management 

  • Analysis and review of current plans 

  • Access to and strong relationships with the highest-rated and most competitive carriers

Executive Rentention Plans

(SERPS/Non-Qualified Deferred Compensation) 

  • Design, implementation, and administration 

  • Analysis and review of current plans 

Split Dollar Life Insurance

  • Endorsement 

  • Loan Regime 

  • Economic Benefit  

Additional
Services

  • Utilization of cutting-edge technology to create efficiencies in products and administration 

  • Comprehensive reporting and compliance services 

  • Strategic planning 

By embracing these core values and prioritizing relationships, we cultivate enduring partnerships with our clients, carriers and business partners.