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Plan Evaluation Services
Plan Diagnostic: Nonqualified Plans
Funding Diagnostic: BOLI, COLI, IOLI
Forensic Cost Review: Life, Disability and AD&D
Executive Benefits
Deferred Compensation Plans (DCPs)
Supplemental Executive Retirement Plans (SERPs)
Employee Benefits
Voluntary Benefits
Long-Term Disability Plans (LTDs)
Life Insurance Plans
Institutional Funding
Bank-Owned Life Insurance (BOLI)
Corporate-Owned Life Insurance (COLI)
Insurance-Owned Life Insurance (IOLI)
Mutual Funds
Funding of Post Retirement Liabilities
VerityPoint is a boutique benefit consulting firm specializing in executive and employee benefit plans.Drawing upon decades of experience, we have developed a multi-dimensional process to develop and/or evaluate the optimal design, benefit security, financial impact, tax-efficiency, cost-effectiveness, and record-keeping capabilities of your plans.
» Our independence is a deliberate choice and one of our core values
» We are an extension of your internal resources and protect your interests
» Our clients are some of the largest firms in the country
» Our goal is to save you time, save you money and assure your programs
will successfully attract and retain the talent you need to compete
» We are an extension of your internal resources and protect your interests
» Our clients are some of the largest firms in the country
» Our goal is to save you time, save you money and assure your programs
will successfully attract and retain the talent you need to compete
Securities, when offered, are offered through FAS Corp a member of FINRA. FAS Corp. is a wholly owned subsidiary of Financial Advisory Service, Inc. VerityPoint is independently owned and operated.