Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

Fulcrum Partners Managing Directors to Speak at AALU Annual Meeting

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(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 …

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners Executive Benefits News

In the weeks leading up to the passage of the Tax Cuts and Jobs Act of 2017, nearly everyone that receives, contributes to, sponsors or advises on executive compensation, experienced some level of “tax code change anxiety”. While full clarification on a few select aspects of federal tax code reform is still pending, many defined strategies and opportunities are available. …

Financial, Tax and Benefits Strategies: Why the Team-Driven Approach Is the Best Hedge Against Tax Reform Uncertainties

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You and your employees or coworkers are not the only ones concerned about federal tax code revisions. Since last December’s passage of the Tax Cuts and Jobs Act, uncertainties seem to be front and center in nearly every taxpayer’s thoughts. An April 18, 2018, CNBC.com article cited a recent Gallup poll on tax reform and concluded simply: “The majority of …

Fulcrum Partners executive benefits, RIRR charts

Fulcrum Partners: Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign

Fulcrum Partners Executive Benefits News

FOR IMMEDIATE RELEASE  PONTE VEDRA BEACH, FL — (February 13, 2018) Fulcrum Partners executive benefits advisory is shaking up top level executives across the country, delivering eye-opening facts about each executive’s benefit and retirement plan. As part of an engagement strategy that is both disruptive and enlightening, many c-suite executives are receiving information packages along with a communication campaign recommending …

Fulcrum Partners Honors its Executive Benefits Advisory Team in Chicago

Fulcrum Partners Honors its Executive Benefits Advisory Team in Chicago

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FOR IMMEDIATE RELEASE PONTE VEDRA BEACH, FL — (June 28, 2017) Since 2007, Fulcrum Partners LLC, one of the nation’s leading executive benefits advisories, has helped companies and executives optimize executive benefit plans in ways that are cost effective for the company and rewarding for the executive. Throughout 2017, as part of its 10-year anniversary celebration, Fulcrum Partners is honoring …

Fulcrum Partners Chicago

Fulcrum Partners Chicago Expands Web Presence of Fulcrum Partners LLC

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FOR IMMEDIATE RELEASE Fulcrum Partners Chicago Expands Web Presence of Fulcrum Partners LLC (Ponte Vedra Beach, FL, Feb 21, 2017) As part of its ongoing growth strategy, Fulcrum Partners LLC, a leading executive benefits advisory, has launched the website, Fulcrum Partners Chicago (www.fulcrumpartnerschicago.com). The targeted website went live earlier this month. The microsite is the sixth dedicated web domain utilized …

Kenny DePaola of Fulcrum Partners LLC

Fulcrum Partners Executive Benefits Adds New Financial Consultant

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Fulcrum Partners Executive Benefits Adds New Financial Consultant Ponte Vedra Beach, FL (Sept 8, 2016) FOR IMMEDIATE RELEASE Fulcrum Partners LLC., (Fulcrum Partners executive benefits) continues its aggressive growth commitment, hiring Financial Consultant, Kenneth DePaola. DePaola joins Managing Director Tom Chisholm at the Fulcrum Partners Chicago office. Kenny DePaola comes to Fulcrum Partners from Northwestern Mutual, where he was honored …

Happy Holidays from Fulcrum Partners

Happy Holidays from Fulcrum Partners

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Merry Christmas, Happy Hanukkah,  and Happy Holidays from all of us at Fulcrum Partners! Steve Broadbent Atlanta, Ga Tom Chisholm Chicago, Il Christopher H. Nyland Charleston, Sc David H. Fisher Columbus, Oh Kristine Kopsiaftis Delray Beach, Fl Roy Imai Honolulu, Hi Gus Comiskey, Jr. Houston, Tx Stephen M. Kaufman Houston, Tx Phillip L. Currie, Jr. Los Angeles, Ca Scott Cahill Orlando, …

Financing the Golden Years Among Senior Retail Executives

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The August issue of The Exchange for People Strategy online magazine contains this review of the last few years in retail sector retirement planning and deferred compensation suites for senior executives. Managing Directors Tom Chisholm and David Fisher lend their expertise to outlining the challenges in compensating key team members in positions outside of rank-and-file employees, as well as ways …

Changing Executive Compensation Plans & Performance-Based SERPs

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Online Human Resources publication “The Exchange for People Strategy”  recently published an article by Steve Broadbent and Tom Chisholm regarding the impact of changing regulations on executive compensation strategies, and how performance-based SERPs provide solid answers to maintaining a balanced and incentivizing compensation plan. The Exchange is a monthly publication you can receive directly to your inbox. We invite you to become a subscriber …