Maximizing Your Corporate Benefit Packages

Protecting What You've Built

In the world of pharma executives, your benefit options aren't as simple as they used to be. Executive tier benefits often offer a wider variety of options and possibilities than entry level executives may be used to.

How do you know if you are choosing the best option for you and your family?

In this free chapter of "A Business Class Wealth Vision", Wayne offers insight he has gained from over 25 years of helping pharmaceutical executives maximize the financial potential of their corporate benefit packages.

What You'll Learn

With this free download, you'll find answers to questions like:

How much and what kind of life insurance do I need, and how do I integrate that with what the company provides?

Employee Stock Purchase Plan. Good for me or bad? How much is too much?

Do I have enough long term disability coverage since my company plan only covers my base salary and my total compensation is so much more?

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Leaning on Experience

For executives who find themselves and their net worth relying on a concentrated stock position, the risks can undermine the sense of security wealth is supposed to bring.

Unlike your common investor, pharmaceutical executives with long term incentive stock options have personal (and interpersonal) obstacles to navigate to reach a more diversified portfolio.

When should I begin unraveling my concentrated stock position?
How do I manage the upside potential vs. the downside risk?

At Vizionary Wealth Management, Wayne Wagner Jr., ChFC works to help clients transition from these concentrated stock positions to a less volatile diversified portfolio in pursuit of your larger financial objectives.

Today, there are a few ways you can take the first step to do that:

Download the E-Chapter

Our passion is helping people, families, and communities grow. If you or someone you know would find it helpful, please enjoy our free download of this chapter from the "A Business Class Wealth Vision".

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Schedule Time with Wayne

The fastest way to get answers to your financial questions - schedule a time to meet with Wayne Wagner Jr., ChFC. You bring your questions, we'll bring our experience.

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