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IAA Private Wealth Advisors
Executive Benefits
SERP's | Supplemental Executive Retirement Plans
Key man life insurance
Buy-sell life and buy-sell disability agreements
Salary continuation Plans
NUA| Net Unrealized Appreciation
Spit Dollar Life insurance
Nonqualified Deferred Compensation Plans
Employee Stock Options (ISO & NQSO)
**As part of planning services we may review and discuss benefits that are currently offered to you through your employer. If new insurance products are recommended and sold, a separate commission will be recieved in relation to policy purchased. Insurance products may be sold through an unaffiliated entity, outside of the scope of securities and advisory services through IAA and IAIM.**
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