The U.S. life insurance industry is changing. As Valmark Financial Group Chairman, Larry Rybka, said in a recent Wall Street Journal interview, “In 33 years, I have never seen more changes come more quickly to the life insurance products we sell.”
Report on Executive Compensation Restrictions and the CARES Act from Fulcrum Partners
PONTE VEDRA BEACH, FL — (April 14, 2020) Fulcrum Partners, a leading executive benefits advisory, has just released a new report on some potential consequences of the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) on executive compensation. As the report noted, the CARES Act, drafted with urgency to respond to the COVID-19 pandemic, lacks definitions and specificity in a number of important areas that pertain to executive compensation issues.
Report Published on Rabbi Trusts During Times of Economic Uncertainty
PONTE VEDRA BEACH, FL — (March 26, 2020) Fulcrum Partners, one of the nation’s largest executive benefits advisories, announces publication of “Rabbi Trust: An Important Element of a Nonqualified Executive Benefit Plan during Times of Financial Stress.” The whitepaper, which is available to view online or download as a PDF, provides an overview of nonqualified plan benefit security issues that are important to review during financial or economic turmoil, specifically looking at rabbi trusts as the primary benefit security tools available to nonqualified plan sponsors.
Fulcrum Partners Launches Its First #GivingTuesday Campaign
Scheduled for December 3, 2019, the GivingTuesday movement is built on the principle of charitably sharing time, talents or abundance with others. As first-time participants in the event, Fulcrum Partners is inviting others to join them in making charitable donations to one or more of the nine 501(c)(3) nonprofit organizations listed in this announcement or to give to any of the thousands of other nonprofits that are registered participants in GivingTuesday.
Fulcrum Partners Executive Benefits Hires Chief Administrative Officer
PONTE VEDRA BEACH, FL — (October 29, 2019) Fulcrum Partners, executive benefits advisory, announces the hiring of Mike Powers, the firm’s new Chief Administrative Officer. Powers, who assumed the newly created role earlier this month, will manage the firm’s day-to-day operations and help facilitate strategic initiatives. Fulcrum Partners is one of the nation’s leading executive benefits consultancies and currently has …
Fulcrum Partners Managing Director Steve Broadbent Fund Raising for the Wall That Heals
PONTE VEDRA BEACH, FL — (August 7, 2019) Fulcrum Partners Managing Director Steve Broadbent is raising funds for the installation of a permanent replica of the Vietnam Veterans Memorial Wall. The 250-foot memorial is to be permanently installed in Johns Creek, a suburb of Atlanta, Georgia and will become one of only four Wall replicas outside of Washington, D.C. The …
Steve Broadbent of Fulcrum Partners Appointed by Gov. Kemp to Board of Community Affairs
PONTE VEDRA BEACH, FL — (May 30, 2019) Fulcrum Partners Managing Director Steve Broadbent has been appointed to the State of Georgia Board of Community Affairs. Georgia Governor Brian P. Kemp made the announcement on May 21, 2019. Steven Broadbent, who is a Managing Director at Fulcrum Partners executive benefits consultancy and heads the company’s Atlanta office, was sworn into …
Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting
(PONTE VEDRA BEACH, FL April 23, 2019)— The Association for Advanced Life Underwriting (AALU), will hold its annual meeting April 28-30, 2019, in Washington, D.C. The conference, known as TRANSFORM 2019, is a time of connecting, learning and advocacy for financial professionals who provide life insurance and retirement planning solutions to individuals, families and businesses. Fulcrum Partners Managing Director Steve …
Steve Broadbent Remembers President George H. W. Bush
Fulcrum Partners joins the nation and the world as we mourn the loss of President George H. W. Bush and honor his legacy of service. Steve Broadbent is a Fulcrum Partners Managing Director in Atlanta. Before becoming part of the Fulcrum Partners team, Steve was the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George …
Steve Broadbent, Fulcrum Partners Atlanta, Announces Valmark Global Gift Fund Donation to Johns Creek Public Safety Foundation
“…We know this gift has the potential to save lives.” PONTE VEDRA BEACH, FL — (Oct 17, 2017) The Johns Creek Fire Department and the City of Johns Creek (GA) community have received a $3200 donation from the Valmark Global Gift Fund. The donation has enabled the Johns Creek Public Safety Foundation to expand cardiopulmonary resuscitation / automated external defibrillator …
- Page 1 of 2
- 1
- 2
