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

Securities, when offered, are offered through FAS Corp a member of FINRA. FAS Corp. is an affiliate of Financial Advisory Service, Inc. VerityPoint is independently owned and operated.

© 2017 VerityPoint | 1000 Wilshire Blvd | Suite 1830 | Los Angeles, CA 90017 | 213-412-2800
Brokercheck