How We Help
All plans we design, implement, and service are backed by the long-term resources of our parent company Modern Capital Executive Solutions.
Each client is assigned an in-house service team, not a third party administrator or impersonal call center, to respond to your needs and manage the daily requirements of your benefit plan.
You and your participants have online access to the benefit plans. All of your due diligence and carrier reports, accounting entries, policy values, and more are available online in a secure, SOC 1 certified portal.
Ongoing Regulatory Compliance
Your client service team is supported by the South Carolina based law firm of L.W. Cooper Law Office, experts in state and federal regulations affecting executive benefits.
Modern Capital Executive Solutions engages the law ﬁrm of L.W. Cooper Law Office to represent client interests to state and federal regulatory agencies. The ﬁrm maintains direct relationships with these agencies and are frequent speakers at regulator events.
Managing Partner, CEO
COO/Head of Case Design
Head of Business Development, CMO
Head of RIA and Broker Dealer
John (Bernie) Winne
Jack Cotlar M.D.