Executive benefits

Providing financial solutions to complex business needs

Current U.S. tax code and ERISA regulations restrict the ability of high-income executives and professionals to accumulate significant wealth for retirement using qualified plans as a sole means to fund retirement. In addition, highly compensated professionals may find themselves challenged to manage and distribute wealth efficiently if it is held in conventional taxable accounts. Other organizations may seek greater flexibility in how they attract, retain, and reward highly valued employees and business partners.

Our institutionally priced products include universal life and variable universal life policies that offer opportunity for unlimited contributions, liquidity, tax-deferred growth, tax-free access to cash values and beneficiary protection in the form of a tax-free death benefit.

What can executive benefit solutions from Great-West Financial^® do for my business?

Great-West Financial^® partners with financial professionals nationwide to offer a specialized line of products to help meet a broad range of personal and professional goals. Financial professionals — whether retirement-focused advisors and consultants or wealth management specialists who meet our criteria for selling and servicing our products — who work with high-income executives, corporations, banks, partnerships and retirement organizations are able to leverage our products in ways that serve the highly customized needs of their clients.

Our commitment to collaborating with and serving the needs of financial professionals and our distribution partners in the business solutions space is unparalleled.

• Clients first — We work with financial professionals across the country to create innovative, highly customized and individualized financial solutions for their clients.
• High-touch service — Advisors and their clients can depend on receiving high-quality, personalized service from Great-West Financial. Our dedicated team of over 40 associates works on placing cases at the front end and answers questions financial advisors or their clients have after contract issuance. Since 1986, underwriting for the vast majority of cases in the BOLI/COLI segment has relied on highly streamlined, technology-driven, guaranteed issue processing. Our commitment to responsive, client-focused service has helped us remain a leading business solutions provider for nearly three decades.
• Voted top provider — Great-West was named a top provider in the LIMRA COLI/BOLI Partner Satisfaction Study in 2017, leading the pack in areas such as wholesaler support & responsiveness and technology.