PLATINUM SECURITY PLAN™

Lock in Talent with a More Efficient Use of Capital

Platinum Security Plan™ is a highly flexible plan that can be written for executives of all ages – whether an executive is young or middle-aged or a couple of years from retirement.

First in the Nation

Strategic Partner
for Client Servicing

A Smarter SERP Solution

Platinum Security Plan™ Offers Banks a
Smarter SERP Solution

Traditional SERP Platinum Security Plan® SERP
Plan is an asset of the bank.
Plan is protected by statute. X
Plan for a young or middle-age executive incorporates an individual policy. X
Bank can recoup cost at executive’s retirement. Highly Expensive
Plan is not limited to “Top Hat” employees. X
Plan has Change in Control security for the executive. X
Plan has simple administration with high-yield retention. X

Efficient use of the Bank’s Capital

Provides A uniquely valuable retirement benefit

HIGHLY FLEXIBILITY PLANS

Our Team

D. FARIS (JOE) MALOUF
Principal & Founder
Platinum Security Plan™
D: 617.947.4424
E: [email protected]

MARK L. BARRY
SVP, COO & Treasurer
Connecticut Bankers Association
D: 860.501.8826
E: [email protected]

JOE ROMANELLO
Strategic Advisor
CBA Services Corporation
D: 781.799.3996
E: [email protected]

NATE SIEGEL
Strategic Partner
Managing Principal
Director of Executive Benefits
D: 571.251.7344
E: [email protected]

GARRETT PASTERNAK, CLU AVP
Executive Benefits
D: 414.240.9979
E: [email protected]