Our Mission:
Our mission is to develop, maintain, and communicate benefit programs that help our clients accumulate, preserve and transfer personal wealth. Specializing in Qualified & Non-Qualified Benefit Plans, Meridien Benefits, Inc. has a team of experts that will assist you in developing, maintaining and communicating various benefit programs.
Our Focus:
Non-Qualified Plans
- Meridien is a leader in the conceptual design, financial performance analysis and product negotiation of corporate owned life insurance used as a vehicle to fund executive benefit programs and other non-qualified employer-sponsored benefit plans, and corporatec cash reserves.
- Salary Continuation Plans
- Split Dollar Insurance Plans
- Deferred Compensation Plans
- Supplemental Executive Retirement Plans (SERP)
- Executive Bonus Plans
- Executive Group Term Carve Out Plans
- Executive Disability Plans
Qualified Plans
- Meridien is a leading source for qualified, emplyer sponsored retirement plans. We offer Plan Sponsors a customized and unbiased approach to analyzing and enhancing retirement plan systems using your specific needs and demographics.
- 401(k) Plans
- 403(b) Plans
- 457 Plans
- Pension Plans
- Profit Sharing Plans
Life Insurance
- Meridien provides unique life insurance strategies for affluent individuals, organizations and corporations, whose insurance needs require innovative solutions.
- Split Dollar Insurance Plans
- Premium Finance Arrangements (carrier approved)
- Restricted Property Trust Arrangements
DISCLOSURES: Variable life and annuity products, as well as other securities products, are offered through Meridien Financial Group, Inc., a Registered Broker/Dealer and Member of FINRA/SIPC. Securities offered through registered representatives of Meridien Financial Group, Inc., a registered Broker/Dealer, Member FINRA and SIPC.
RETIREplus
- RETIREplus, is a sister company to Meridien, provides best-in-class voluntary benefit programs to organizations of all sizes nationally.
- Experienced enrollment professionals delivering clients' employees necessary and underutilized protections, including
- Critical Illness Coverage
- Cancer Policies
- Hospital Indemnity Insurance
- Accident Plans
- Life Insurance
- Short Term Disability Insurance
- An exclusive source for the College Tuition Benefit Plan
Who We Are:
Our Principals:
- Have over 70 years of combined experience providing Insurance and Investment Services to Corporations, Executives, and Affluent Individuals.
- Have founded trust companies, third party administration firms, and FINRA Broker/Dealers
- Have been members of such prestigious organizations as AALU, M Financial Group, International Forum, and The Chief Executive Club.
- Serve as primary relationship managers for all key accounts
Our Team
- Has an average of over 22 years of exxperience in providing Insurance and Investments Services to Corporations, Executives, and Affluent Individuals.
- Hold designations such as CFP, CLU and ChFC and MBA
- Has dedicated design, installation and relationship management units
