Founded over 60 years ago, The Todd Organization is a national leader in executive benefits and Bank-Owned Life Insurance (BOLI). The firm provides custom-designed solutions to help organizations attract, retain, and reward their key executives and directors. Their services encompass nonqualified deferred compensation plans, supplemental executive retirement plans (SERPs), and financing strategies using corporate- and bank-owned life insurance. As a member of M Financial Group, they leverage a collective of premier independent financial services firms to provide proprietary products and services to their high-net-worth and corporate clients.

Founded in

United States