Executive Benefits

Retaining key employees is often critical for achieving business objectives, but understanding what strategies and solutions effectively retain executives can be challenging.  

Health Compass’s Executive Benefits practice leverages decades of experience to develop customized strategies for retirement planning, individual insurance solutions, and investment vehicles that help you achieve your goals. 

We advise clients on the following vehicles:

  • Private annuities 
  • Split-dollar plans
  • Buy sell agreements
  • Corporate-owned life insurance
  • Estate and tax planning
  • ESOP buyouts
  • Section 162 executive bonus plans

Integrity | Transparency | Accountability

With Health Compass, we were able to revamp our health insurance strategy — IMPROVE the availability of our best plans to remote employees, improve benefits communication through out the organization, and save on premium costs.



Julie Garofalo,

HR Manager At Champion Solutions Group

Health Compass not only showed us how to reduce costs without compromising coverage, but they also connected us with employers who were looking to work directly with independent healthcare providers like us.

Dr. Edie K. Benner PT, PhD, OCS,

President at Advanced Rehabilitation & Health Specialists

Health Compass has charted its own path by helping employers reduce costs while also eliminating copays and deductibles that often prevent employees from getting the care they need.



Ken Peach

Executive Director, Health Council of East Central Florida

Executive Benefits

Benefits brokers have no incentive to reduce your costs --- that's why there's Health Compass.