The Perfect Plan®

You've built the business. Now it's time to protect it AND yourself.

The Perfect Plan® is where business owners, executives, and key decision-makers come to understand the financial strategies most people never hear about until it's too late. This channel breaks down the complex world of executive benefits, tax-efficient planning, deferred compensation, corporate-owned life insurance, and succession planning in plain language that actually makes sense.

What you'll find here:
The Perfect Plan® Step-by-Step Series — Matt's complete framework for building a benefit plan from scratch

The Perfect Plan® Podcast — long-form conversations with experts in planning, insurance, tax, and business strategy

Quick Clips — short, focused insights on the topics that matter most to business owners

Schiff Executive Benefits has nearly 100 years of combined experience designing and implementing non-qualified benefit plans for small to mid-sized firms.