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MullinTBG Launches Continuum(SM) Program for Lifetime Executive Financial Care
New Benefit Offering Provides Wealth-Building Services for Executives Before and After Retirement
| Source: MullinTBG
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/