|Integrated Planning For Affluent Families & Businesses
At the Executive Benefit Alliance (EBA), we believe that good financial decisions don't have to be confusing. We'll introduce you to simple, proven techniques that will help you make informed financial decisions about the strategy,
the product, and the cost of acquiring and owning life insurance, institutional investments, and executive benefit plans that may help you solve your financial problems.
Our clients are successful business owners, senior executives, financial institutions, and their advisors. With a broad range of corporate and personal planning capabilities, clients and advisors alike not only value our services
and advice but the convenience of our access to independent resources, institutionally priced products, and a team of second opinion experts.
On this site you'll find our company philosophy and services. You'll also discover a wealth of information in the form of educational articles, calculators, and research reports.
We hope your visit will help you gain a better understanding of the financial concepts behind life insurance, wealth transfer strategies, and executive benefit plans.
Click on the Our Firm tab at top to learn more about EBA and its president Mark Winter.