CORPORATE SERVICES
Focused Guidance for Successful Financial Planning
For organizations large and small, it has never been more important to have a dedicated financial professional with the resources to help you execute a responsible and tax-favored financial plan. Panorama Institutional Solutions provides a comprehensive end-to-end platform which addresses executive and employee insurance plans, employee retention, business succession, corporate retirement, and risk mitigation objectives.
CORPORATE SERVICES
Services
Tax Favored Planning
Qualified Plans (e.g. 401k, 403b)
Non-Qualified Plans
Deferred Compensation
Business Succession Planning
Buy / Sell
Key Man & Disability Insurance
Supplemental Executive & Employee Insurance Plans
Corporate Endowment Solutions
Access custom reporting which is designed to meet your plan needs while exceeding your expectations. The web-based reporting platform provides data values, asset and liability reporting, as well as full-service management. Whether these methods are used to manage a plan on an individual level or a participant and plan sponsor in a corporate plan, we are pleased to be able to offer this service.