Discover the employee benefits plan that encompasses the health and retirement solutions your business needs to grow.


Outline a straight path to a business succession and executive compensation plan to reward your most valued professionals.


Cruise into your financial future through the help of FinTrust’s Financial Professionals.

HR Professional

In today’s world, business and HR managers are being asked to do more when it comes to employee benefit plans. At FinTrust Insurance & Benefits, we have partnered with industry leaders that enable us to tailor benefits solutions for clients of any size. By working together we can help you:

  • Design a benefits plan that retains and attracts top talent
  • Help you to effectively provide day-to-day management of employee benefits plans
  • Stay ahead of regulatory and compliance issues
  • Save money without cutting benefits

Some of our many benefits offerings include:

Health Solutions

  • Group Medical
  • Group Ancillary (Life, AD&D, STD, LTD)
  • Group Dental & Vision
  • Voluntary Benefits
  • Group Disability
  • Wellness Resources & Programs
  • Long-term Care (LTC)
  • Limited Medical
  • Consumer Driven Health Plans (HSAs/HRAs)
  • Flexible Spending Accounts (FSAs)

  • COBRA Administration
  • Pharmacy Benefit Management
  • Stop Loss
  • Employee Assistance Programs (EAPs)
  • Third Party Administrators (TPAs)
  • International Benefits
  • Health Advocacy Services
  • Compliance Resources
  • Employee Communications
  • Online Customized Employee Benefit Website, Communication and Benefit Management

 Retirement Solutions

  • 401(k)
  • 403(b)
  • Defined Benefit Plan
  • Savings Incentive Plan
  • Executive Life Carve-Out

  • SERP
  • Profit Sharing
  • SEP, SIMPLE, Solo(k)
  • 409A Deferred Compensation
  • Executive Bonus Plan


Senior Management

Executive Benefits

Business Succession Planning

FinTrust Insurance & Benefits delivers experience and advice designed to be a valuable addition to your team of advisors. Our cross-disciplinary approach is built to complement and enhance the planning you may already have in place. We will help you consider the landscape of options available to preserve and transfer ownership, interest or wealth to the next generation as we partner with your legal advisors to implement the strategies that work best for you.

Personal Solutions

  • Life Insurance (Term, Universal Life, Variable Universal Life and Indexed Products)
  • Individual Disability
  • Business Overhead Expense
  • Long-Term Care

Executive Compensation

Our insurance advisors bring knowledge and experience to help business owners develop executive compensation plans that are designed to attract and retain top talent, while also incentivizing growth from within your organization.

  • Key Person
  • Executive Bonus
  • Executive carve-out plans and services
  • Executive Overhead Expense policies

  • Executive Buy Out Policies
  • Nonqualified plans & SERPs