Grow Capital

    • Improve stewardship of financial resources...
    • Transform benefit liabilities into assets...
    • Return funds to the employer plus interest...

Retain Talent

    • Implement a flexible and portable structure...
    • Use vesting provisions to improve retention...
    • Create potential for greater income levels at retirement...

General Overview

The CAP-EX Group's services fall into three main categories:

1The Design Phase

2The Implementation Phase: Those services necessary before the split dollar transaction is finalized.

3The Service Phase: Ongoing management of the split dollar transaction after it is placed.

This is an abbreviated list of the services provided by Professional Holding Company (PHC). For a more complete description of these services, please request the PHC Secured Split Dollar services brochure.  PHC is a member of The CAP-Ex Group, LLC.