See How Legacy as a BenefitĀ® works
Legacy as a Benefit® is a strategic framework for evaluating how compensation decisions are structured over time.
It can help provide a shared architecture for thinking about ownership, funding, portability, and continuity across careers, roles, and generations.
Rather than focusing on individual products or short-term incentives, the framework is designed to support long-term alignment between companies and the people they invest in.
In certain implementations, permanent life insurance (such as whole life) may be used as a funding vehicle to support long-term benefit objectives, including death benefit protection and tax-advantaged accumulation, subject to underwriting and policy design.
Employer-Directed Funding
Supports employer-directed compensation contributions over time.
This approach allows organizations to intentionally allocate compensation toward long-term objectives rather than relying solely on annual or short-term incentives.
Funding methods and timing are determined by the employer’s compensation strategy and governance.
Individual Alignment Framework
Participation is structured at the individual level to support clarity, accountability, and long-term alignment.
Design elements may vary by role, tenure, or contribution and are established by the employer as part of the overall compensation framework.
Planned Contribution Horizon
The framework encourages disciplined, intentional contribution planning over defined time horizons.
This supports predictability, alignment, and long-term planning without relying on year-to-year discretion or short-term performance cycles.
Contribution approaches are employer-defined and may vary based on role, timing, and objectives.
Long-Term Compensation Continuity
Legacy as a Benefit® is designed to support continuity in compensation philosophy across career stages.
This enables organizations to reinforce retention, alignment, and stability while maintaining flexibility around eligibility, continuation, and future funding decisions.