Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
Nevada has long been the gold standard for trust situs—but the right jurisdiction matters only as much as the company administering the trust. Alliance Trust Company of Nevada has spent two decades building a team of empathetic problem-solvers who handle everything from complex estate settlements to nontraditional asset custody, all while keeping advisors firmly in control of their client relationships. CEO and President Lou Robinson explains what makes Alliance genuinely different.