Executive Benefit Strategies

Looking out for you and your company

We recognize successful companies and executives have unique needs that include bridging the income gap at retirement, retaining key employees and developing successful business exit strategies. That's why Amegy’s Executive Benefits Strategies team partners with senior management of our clients' firms to address:

  • Buy-Sell Agreements
  • Key Person Retention
  • Executive Bonus Plans
  • Tax Deferred Compensation Plans
  • Income Gap Replacement
  • Middle Management Carve Out Plans
  • Owner Exit Strategies
  • Business Succession Planning

For more information, please contact:

Rob Jennings
Senior Vice President
Steve Worford
Vice President
Investment products and services available at select Amegy Bank, a division of ZB, N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank, a division of ZB, N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank, a division of ZB, N.A. Investment and insurance products offered are not insured by the FDIC or another government agency, are not deposits or other obligations of, or guaranteed by Amegy Bank, a division of ZB, N.A., its affiliates, or any other bank, and may be subject to investment risks, including the possible loss of principal value or amount invested.