Unifying Two Different Executive Benefits Programs

April 25, 2024 - 2 PM EST

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About the Webinar

In part one we discussed how to retain key positions during a time of transition. In part two, we will look at how to combine executive benefits programs from two different organizations into a single high-performing program. Evaluating each program includes many different facets, from strategy and expense to performance and servicing. This session will provide important considerations, whether or not you have pending M&A activity. 

Key Takeaways:

  • Is the plan design both retentive and efficient? 
  • Is the benefit expense properly mitigated? 
  • Does the legal agreement reflect the board’s intent? 

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Presented By

Liz Santos
Liz Santos

Chief of Staff  | Gallagher Executive Benefits

Liz has consulted with credit unions, trade associations, nonprofits, and financial services organizations to achieve their strategic goals for more than 20 years. She supports the service teams as well as develops client communications and educational resources for the Executive Benefits team. Liz also oversees research projects such as the annual NAFCU–Gallagher Executive Compensation and Benefits survey.