Building Trust With Institution We Serve.
specialized consulting in Institutional Insurance and Non-Qualified Plan Governance
Wrightwood Advisory is the culmination of over 50 years of consulting in the Institutional Insurance and Non-Qualified Plans space.
- Our areas of expertise
Non-Qualified Deferred Compensation Plans
NQDC Plans operate much differently than other employee retirement plans, and are rarely benchmarked and audited for competitiveness and cost efficiencies. Wrightwood uses a bespoke, proprietary audit process for existing NQDC plans that improves the overall offering, and reduces expenses for the Plan Sponsor.
Insurance Company-Owned Life Insurance
Insurance companies are in need of tax and risk-based capital efficient assets to informally fund their employee benefit costs. ICOLI (Insurance Company Owned Life Insurance) is an accepted and longstanding practice that can achieve these objectives, with over $30 billion currently held on over 100 insurance company balance sheets.
Bank-Owned Life Insurance
Many banks have legacy or outdated BOLI (Bank Owned Life Insurance) products on their books and are seeking for ways to restructure these contracts and redirect them into a potentially higher return profile. Wrightwood uses a bespoke audit process to evaluate existing tranches and seek out optimization for its clients.
- Case studies
Decades of Experience. Real Client Outcomes.
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- Knowledge Base
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