Aon  |  Professional Services
Partner & Executive Benefits

Our team provides tailored solutions addressing challenges for professional service firms such as unfunded partner retirement plans, inadequate long term disability protection for partners/executives and inadequate life insurance for partners/executives.

Featured Insight

A Strategy for Professional Service Firms to Consider - Shared Ownership Life Insurance to Fund Partner Retirement

October 2022 - Corporations have been using life insurance to finance executive benefit plans for at least 40 years. Why? The unique tax attributes of life insurance make it a vehicle that can provide above market returns on an after-tax basis.

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Our Approach

  • Holistic view of partner financial well-being
  • Tailored solutions to protect partners/executives and their families
  • Custom funding solutions for retirement plans
  • Individualized life insurance and retirement accumulation programs
  • Access to virtually unlimited long term disability benefits