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The Fundamentals of a NQDC Plan: Plan Design Best Practices & Considerations

Tuesday, July 18, 2023 | 2:00 - 3:00 p.m. ET

Speaker: Kim Coggin, KEAP FVP, Central, Pacific Life Insurance Company

Description: In a competitive world, your compensation and benefits strategy should support your efforts to recruit, reward, and retain your top-performing employees - as well has help them save for retirement and other financial goals. A well-designed, highly-customized nonqualified deferred compensation (NQDC) plan may be the missing piece of your complete compensation and benefits strategy.

Learning Objectives:

  • Key components of a NQDC plan
  • Plan design cnsiderations
  • Benefit protection

Registation Links:

  

Registration Deadline for LIVE Webcast: July 17, 2023 at 11:59 p.m. ET

On-Demand Webcast is Available Until: July 17, 2024

Registration Information:

  • Live webcast registration will be available to purchase in the Marketplace until 11:59 p.m. ET on the day prior to the date of the live event. Same-day LIVE registrations are currently not available unless you are a member. To access same day live registration you will need to enroll through the NAPA Member Catalog in Learning Activities.
  • Each viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
  • Live webcast registration does not provide access to the on-demand version.
  • Registration for On-Demand webcasts are available through the link above or for members in the NAPA Member Catalog in Learning Activities. On-Demand webcasts include: unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date. On-Demand webcasts are typically available one week after the live webcast takes place. Login to Learning Activities to view the course on your dashboard.
  • CE will only be given for one event, if you attend the live but also complete the On-Demand, Only one CE record will be maintained.

Continuing Education (CE) Credit:1 NAPA Relevant Topics

About the Speaker:  Kim Coggin is a highly qualified insurance executive with extensive experience building relationships with prospects, referral sources, and market influencers. She has considerable background in the executive benefits market, working with strategic advisors to develop life insurance opportunities within the affluent market. Among other executive level roles, Kim was the Senior Vice President of Business Development at NFP with a focus on prospecting through financial professionals on non-qualified plan opportunities. She has served as the Senior Vice President of Sales for the Goheen Companies, working with strategic advisors to develop life insurance opportunities within the affluent market.
As a key part of the Pacific Life Key Executive Advantage Program (KEAP) team, Kim is responsible for driving Nonqualified Deferred Compensation sales to Pacific Life. Kim lives in Brentwood, TN with 3 kids and 2 cats.

Questions? Contact our Customer Care team [email protected].

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