Executive Benefits

As a business owner, it's important to recognize the dedication and commitment of your most important contributors. 

We can help you design an executive benefits package that provides additional compensation to selected employees, which may include: 

  • A supplemental executive retirement plan which allows you to promise to pay additional income to yourself or your key employees at a later date, which is usually retirement.
  • An executive deferred compensation plan which allows you or your key employees to forego receipt of a portion of current income until a later date, which is usually retirement.
  • Bonus plans which provide you or your key employees with additional income that can be used to purchase insurance, annuity or investment products.
  • Fee-based financial planning which includes providing expert financial planning guidance to key employees, plus assistance in implementing their individual plans through innovative brokerage or advisory product solutions.


Brian M Duggan

Brian M Duggan, CFP®, WMCP®, CLU®, ChFC®

Wealth Management Advisor


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.