Our Mission

We are dedicated to serving our clients, community, vendors and teammates by providing exceptional services in all that we do.

Our Vision

To deliver exceptional design, implementation and administrative services, as well as financial products, in the areas in which we specialize.

Our Strengths

Experience

For over 30 years, The Cochlan Group, inc. (“TCG”) has served private and public enterprises as well as non-profit organizations with cost-effective and, often, tax-driven solutions. Much of TCG’s focus is geared towards Nonqualified Executive/Director Benefits as well as insurance-related initiatives which:

  1. Attract, reward and retain key employees
  2. Generate income
  3. Reduce expenses

Innovation

TCG consultants are problem solvers. Our consultants are trained to listen carefully as you explain your company’s needs. We understand a “one plan fits all” approach does not work and that our recommendations must be fully responsive to your company’s particular needs and expectations.

Technology

TCG’s technology is a market leader in COLI/BOLI policy administration. Our COLI administration provides a secure, robust and flexible system to meet our clients’ needs.

TCG uses proprietary technology to model and administer nonqualified executive benefit plans providing faster, more efficient transaction processes and plan administration services. This technology saves plan sponsors considerable amounts of time and cost, and provides plan participants many benefits not seen with other systems.

Relationships and Integrity

Relationships are an integral part of the TCG business model. We know that worthwhile relationships cannot be built and will not withstand the test of time without a firm commitment to honesty and integrity. We value this in all of our dealings with clients, vendors, associates and everyone else who crosses our paths.

Long-term Value

TCG consultants strive to create solutions that will add value to your organization for many years to come. Our innovative plans have resulted in annual improvements to shareholder value and personal equity over periods of five, ten and even twenty years or longer.