Fulcrum Partners: Delivering Eye-Opening Executive Benefits Data in an Atypical Campaign

World News: . []

PONTE VEDRA BEACH, Fla., Feb. 13, 2018 (GLOBE NEWSWIRE) -- Fulcrum Partners executive benefits advisory is shaking up top level executives across the country, delivering eye-opening facts about each executive’s benefit and retirement plan. As part of an engagement strategy that is both disruptive and enlightening, many c-suite executives are receiving information packages along with a communication campaign recommending they visit a personalize webpage, their PURL. Each unique personal webpage features the benefit plan data of the target executive compared to that of other individuals in their peer group. The charts identify people by name and are built on hard numbers, based on the most current information available.

“As soon as executives see their personal benefits charted against their peers' data,” said , Fulcrum Partners Chicago, “they immediately recognize the disparities. They see how the benefits plan that looks so generous now, may not, over time, be the best option for reducing their tax load and maximizing their reward.”

Fulcrum Partners has spent more than two years compiling data and building a delivery platform for this trailblazing initiative. “We’ve implemented sophisticated customer relationship management (CRM) technology, paired it with top-notch marketing and engagement tools, rebuilt our website from the ground up and developed, refined and re-refined a massive amount of complex and detailed data,” said , Managing Director of the company’s offices in Charleston, South Carolina. “The hours and dollars invested in this effort are considerable and all the team members at Fulcrum Partners have been challenged and excited to expand our technology skills and grow with this process.”

Last year, Fulcrum Partners celebrated its 10-year anniversary, however the partner/members at the company average more than 31 years of executive benefit experience. The company offers securities through member FINRA, SIPC and Investment Advisory Services through ValMark Advisers, Inc., which is an SEC Registered Investment Advisor. Fulcrum Partners is also an independent member of the BDO Alliance USA.

Fulcrum Partners LLC (www.fulcrumpartnersllc.com) is one of the nation's largest executive benefits consultancies. Fulcrum Partners is a wholly independent, member-owned firm dedicated to helping organizations enhance their Total Rewards Strategy. Founded in 2007, today the company has offices in Atlanta, Georgia; Chicago, Illinois; Charleston, South Carolina; Columbus, Ohio; Delray Beach, Orlando and Ponte Vedra Beach, Florida; Honolulu, Hawaii; Houston, Texas; Los Angeles and Newport Beach, California; Portland, Oregon; and Washington D.C. Fulcrum Partners is an independent member of the BDO Alliance USA. Learn more about the Fulcrum Partners executive benefits advisory team at .

CONTACT:Bruce Brownell904.296.2563


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Globe Newswire: 15:00 GMT Tuesday 13th February 2018

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