Valhalla Business Advisors works with clients to ensure its benefit offerings accomplish business objectives, including where a variance in benefit offerings is important to certain classes of employees. In some instances, clients look to Valhalla to understand how to differentiate benefit offerings to accommodate the specific needs of key staff and business owners.

Valhalla has placed executive life insurance policies, high limit disability income benefits, as well as life/disability insurance for corporate purposes, including buy-sell provisions and key-person indemnity needs (sometimes required according to debt covenants.)

Valhalla principals have also conducted evaluations of executive benefit offerings via review of competitor public proxies, written surveys, as well as telephone interviews within a given market or sector.

It is the goal of Valhalla Business Advisors to position as a primary, trusted advisor to clients, and to build long-term relationships across all levels of client organizations. By seeking to add value broadly and constantly, we believe our business interests will be served and clients will be highly satisfied (and refer us to other prospective clients!)