Fulcrum Partners

Fulcrum Partners is a Delray Beach-based company specializing in executive benefits strategies and solutions. With a focus on nonqualified deferred compensation, institutional COLI, BOLI, and ICOLI, they offer tax-efficient and cost-effective funding strategies to help organizations attract and retain top talent. Their team of experienced professionals provides insights and updates on executive pay and benefits, helping businesses navigate IRS regulations and maximize their executive retirement savings plans.

Through customized benefit plans funded by COLI, BOLI, or ICOLI, Fulcrum Partners helps companies manage corporate risk while attracting and retaining key executives. They also offer benefits benchmarking services to help organizations recognize the value of executive benefits and address pay gaps. Additionally, Fulcrum Partners provides succession planning tools, such as buy-sell agreements and key person insurance, to protect assets and ensure a smooth transition of leadership. With their expertise and personalized solutions, Fulcrum Partners supports businesses in achieving their goals and objectives.

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