Pelican Advisory Group serves as a hub for advanced training and education for our partners to increase and sharpen their skills in key areas such as estate planning, executive compensation, and taxed-leveraged strategies for affluent clients.
Pelican Advisory Group has a team of Specialists that provide support for numerous sales concepts. If you need help with a case, contact Pelican and they will walk you through each case from design to implementation. Following is a partial list of such sales concepts:
Executive/Owner Compensation Packages for Pass Through Businesses
Corporate Buy-Sell Strategies and Funding
Tax-Advantaged Supplemental Retirement Strategies
Retirement Income Planning Concepts
Proprietary Leveraged Insurance Funding Programs
Estate Funding Solutions
Pension Maximization Strategies
Corporate and Non-Profit Qualified Plan design • Defined Benefit Pensions
• Defined Contribution (401k/Profit Sharing)
• Combo Plans
Proprietary Qualified Plan Investment platform assuming 3(16) and 3(21) Fiduciary Roles
