SOURCE: MullinTBG

December 13, 2007 12:48 ET

MullinTBG Launches Continuum(SM) Program for Lifetime Executive Financial Care

New Benefit Offering Provides Wealth-Building Services for Executives Before and After Retirement

LOS ANGELES, CA--(Marketwire - December 13, 2007) - MullinTBG, a leader in the design, funding and administration of nonqualified executive benefit plans, has launched Continuum(SM), a new life-long executive benefits program that provides comprehensive financial services for executives during their employment tenure as well as after they retire.

This first-of-its-kind product is designed to provide a corporation's top talent with benefit plan services -- including investment guidance, retirement income strategy development, and estate planning -- to suit various short- and long-term financial goals. Continuum(SM) gives employers the advantage of assisting their executives' total wealth management needs by providing opportunities to accumulate assets for retirement and access to much-needed continued professional guidance post-retirement.

"Deferred compensation plans can be the largest source of non-equity wealth accumulation for executives, so it is critical that they choose the right investments for their accounts," said Jim Clary, president of MullinTBG. "Continuum(SM) is designed to give these busy executives on-demand advice and counsel on structuring their investment portfolios appropriate to their individual needs, with the goal of enhancing the value of their retirement assets."

With Continuum(SM), executives receive ongoing advice and assistance in tailoring financial strategies for their short- and long-term personal objectives. The service includes financial planning for all company-provided plans and personal assets, coordination of qualified and nonqualified plan investments, and retirement plan development. As executives near the end of their careers, Continuum(SM) advisors help with the transition by analyzing cash flow needs and coordinating upcoming distributions from qualified and nonqualified plans. Once retired, executives can choose to receive ongoing help managing their investments along with retirement income and estate planning support.

"Continuum(SM) is the answer for employers needing to maintain a competitive edge in attracting and retaining their industry's top talent with a highly valuable benefit. At the same time, Continuum(SM) will appeal to these same sought-after executives looking for robust retirement benefits to help secure their financial future. The company that offers advanced opportunities and resources for executive wealth accumulation is going to be the biggest draw," said Clary.

Companies with deferred compensation assets in excess of $10 million are best suited to benefit from Continuum(SM)'s service offerings, which are tiered to accommodate different members of the executive population. The first level, "Continuum(SM) Advisory Services," provides essential advice and guidance core to the Continuum(SM) program. The second level, "Echelon," is scaled to deliver services to executives with larger accounts. Finally, "Elite"-level services are reserved for senior officers.

Continuum(SM) services are provided by MullinTBG Advisors, a Registered Investment Adviser and a MullinTBG company. MullinTBG Advisors is led by Robert Shier, who created the concept and the program offering after twenty years of experience in the executive benefits and financial counseling arena. Continuum(SM) provides individualized portfolio review, asset allocation modeling, and money manager and investment due diligence. All executive plan members receive access to experienced investment professionals, financial education seminars, state-of-the-art online financial planning tools, and the security of life-long financial advice.

MullinTBG is one of the nation's largest providers of nonqualified executive benefits, with more than 600 customized plans and $21 billion in total assets (as of 09/30/07) representing over 50,000 corporate executives. The firm operates two client service centers, one from its Los Angeles headquarters and one from Chicago, and has regional offices in Baltimore, Dallas, New York, Boston and Newport Beach, CA.

www.mullintbg.com/

Contact Information

  • For more information, please call
    MullinTBG Advisors
    888-866-8242