American Benefit Corporation
The American Benefit Team American Benefit Corporation specializes in developing strategic solutions to executive benefit needs.
At American Benefit Corporation, we design, fund and manage executive non-qualified benefit plans for highly compensated corporate executives who wish to reduce current income taxes and form personal capital on a tax efficient basis. Established more than 30 years ago, we serve the unique needs of executives in numerous corporations with their personal capital formation objectives.
American Benefit Corporation News Room
American Benefit Corporation and its representatives are presently licensed to operate in particular states of jurisdiction and may operate only where licensed and, with regard to any particular product, where that product has been approved. American Benefit Corporation and/or James W. Herlihy are currently licensed to market insurance and investment products in Arizona, Connecticut, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, and Vermont.
The insurance and/or investment product information on this site is not intended for distribution or use in any states or jurisdictions where our company, its products, or representatives are not so licensed or approved.
Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, member FINRA/SIPC. American Benefit Corporation is independently owned and operated.
American Benefit Corporation is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.
Featured Case Study
Reduce Turnover With Corporate Match
A large east coast grocery store chain employed pharmacists in each of their stores. They were experiencing 40% turnover each year within this group and wanted a benefit plan that would increase their retention.
Press Releases
December 2011October 2011
August 2011
July 2011
June 2011
Apr 2011
Feb 2011
Jan 2011
Dec 2010
Nov 2010
October 2010
September 2010
August 2010
July 2010
Our Experience and Who We Are
The professionals at American Benefit Corporation have over seven decades of experience in financial service areas. All of our employees currently hold advanced degrees or are in the process of obtaining them. Our clients include some of the nation's largest private and publicly traded companies.
James W. Herlihy, CLU®
President of American Benefit Corporation
Jim has been a life insurance broker and benefits consultant for over twenty-five years. He is a Charter Life Underwriter, a member of the Million Dollar Round Table and the Top of the Table which is a group of the top 600 Life Insurance Brokers in the world.
Jim is also a member of the Association of Advanced Life Underwriters (AALU) and a member of the Nonqualified Benefits Committee. AALU meets annually in Washington, DC to discuss tax legislative issues with members of the Senate and the House of Representatives.
Jim earned a BA from St. Michaels College in Vermont and an MBA from the University of Vermont. He has addressed many groups and published numerous articles concerning Nonqualified Executive Benefits.
Marcia M. Baker, CLU®, REBC®
Director of Operations
Marcia has worked with our firm for 30 years in the marketing, plan design, and plan administration areas. Her current focus is in the marketing and technical design areas to ensure our clients receive advice and options appropriate for meeting their individual objectives.
Prior to joining American Benefit Corporation, Marcia worked in bank management. She attended Castleton State College majoring in accounting. Marcia is both a CLU® and REBC® certificant of the American College and is currently studying to complete her CASL® designation.
Lindsay S. Perry, CLU®
Director, Plan Administration
Lindsay has worked with our firm for 10 years in the administration, marketing, and plan administration areas. She coordinates the new case submission process, from initial application to obtainment of medical records through policy issue. In addition, she focuses on deferred compensation plan administration and inforce business reporting and recordkeeping. Lindsay provides valuable support through personalized client service.
Lindsay holds a degree in Accounting from the College of St. Joseph, in addition to a degree in Business Administration from Trinity College of Vermont. She is a CLU® certificant of the American College and is currently studying to complete her ChFC® designation.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. American Benefit Corporation is independently owned and operated.