Executive Benefits
Coordinate executive benefit priorities.
Explore benefits and protection needs, with investment discussions directed to Global Advisers.
Talk with CoreShield · (844) 504-CORE- 01Choose your priorities
Start with the help you need.
- 02Find the right path
Understand the next conversation.
- 03Share your request
Bring related questions together.
Executive benefits
Build your discussion agenda.
Frame an executive benefits review across retention goals, protection, and adviser coordination.
Select the topics you want to include. Nothing is selected for you.
Choose a topic to build your discussion agenda.
Have these details ready
Existing executive benefits, relevant employment arrangements, and your decision timeline.
A useful distinction
CoreShield addresses insurance and benefits coordination. Global Advisers handles any investment or wealth advice under its own engagement.
Explore & compare
See how the services fit together.
Explore the purpose of each service. Add only the services you want to discuss.
Accident & critical illness plans
Explore supplemental benefits and the questions employees need answered.
Alternative funding strategies
Compare how different funding arrangements allocate cost, administration, and risk.
Analytics & underwriting
Organize the evidence behind renewal discussions and program decisions.
Benefits administration technology
Map the processes and connections your benefits technology needs to support.
Benefits compliance
Build a review agenda around plan responsibilities, documentation, and deadlines.
Benefits strategy & plan design
Connect workforce priorities, employer resources, and plan choices.
Communications & engagement
Plan benefits communication around the moments when people need it.
Employee advocacy & support
Organize support for benefits questions and administrative obstacles.
Executive benefitsInvestment advice through Global Advisers
Explore benefits and protection needs, with investment discussions directed to Global Advisers.
HR consulting
Identify the HR practices that need clearer ownership or a stronger process.
International employee benefits
Prepare for a country-by-country discussion of workforce benefits needs.
PEO transition strategy
Organize the benefits, payroll, and administration questions behind a potential change.
Pharmacy benefit consulting
Review the structure, reporting, and employee experience of your pharmacy benefit.
Population health & wellbeing
Organize program priorities around access, participation, and employee experience.
Retirement plan consultingInvestment advice through Global Advisers
Coordinate an introduction to Global Advisers for retirement plan and investment discussions.
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