Todd Organization of Cleveland

The Todd Organization, based in Cleveland, OH, has been a leader in the design and management of benefit and funding programs since 1957, when they created the first-ever deferred compensation plan. Their focus is on helping clients attract standout talent, motivate management, and retain key employees, thereby enhancing their competitive advantage in the market.

Specializing in executive benefits and funding solutions, the organization employs strategies such as bank owned life insurance (BOLI) and corporate owned life insurance (COLI) to address retirement needs and offer tax advantages. Through custom-built funding solutions, including non-qualified retirement plans and insurance plans, Todd Organization creates substantial opportunities for their clients.

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