Clients and Family Target business owners and executives with comprehensive life and estate planning, business valuations, and compensation strategies to address wealth transfer, succession planning, and executive benefits.

Retention Opportunities Leverage Employee Retention Plans and tax-efficient strategies to help clients attract and keep top talent, with cross-sell potential into wealth protection and executive benefit packages.

SMB Focus Position Schiff Executive Benefits as a specialized partner for small to midsize firms with tight advisor-to-client ratios, offering tailored solutions that scale with client growth.

Tech Enablement Utilize the existing tech stack and digital channels (Calendly, WordPress, Mailchimp) to streamline outreach, education, and onboarding for new business opportunities and client engagements.

Competitive Positioning Differentiate from large national brokers by highlighting personalized planning, Family-first risk management, and boutique consulting expertise in executive compensation and estate planning.