Glenn G. Geiger Company

What Glenn G. Geiger Company does

The Glenn G. Geiger Company, Inc. is a privately held, family-owned specialty consulting firm founded in 1953 and headquartered at 22 Grove Street, Darien, Connecticut. The firm designs, administers, and arranges informal financing for executive and director benefit programs, with an explicit focus on community banks, credit unions, and corporate clients. Core offerings are insurance-based financing vehicles — Bank Owned Life Insurance (BOLI), Credit Union Owned Life Insurance (CUOLI), and Corporate Owned Life Insurance (COLI) — paired with non-qualified deferred compensation instruments including Supplemental Executive Retirement Plans (SERPs), executive split-dollar arrangements, deferred compensation plans, salary continuation, benefit restoration, phantom stock, key person insurance, supplemental disability, and long-term care. The product surface is supported by a financing strategies capability (rabbi trusts, secular trusts) and an administrative services practice covering plan design, product selection, performance monitoring, peer benchmarking, government filings, and ongoing consultation with client attorneys and accountants.

The firm operates with a small core employee base (11-50 personnel) and a nationwide U.S. reach delivered through a distributed network of over 200 partners and associates, with securities distributed through The Leaders Group, Inc., a FINRA/SIPC member broker-dealer. GTM is enterprise field sales: consultative, relationship-driven engagement with executive and director-level decision-makers in regulated financial institutions, where deep expertise in NCUA, OCC, and IRS frameworks functions as a primary wedge. Marketing channels are limited to direct relationship building and industry conferences (CEO Scott A. Geiger is a national speaker at AALU and The International Forum); no digital/online acquisition channels are identified.

Revenue is generated almost entirely through professional services fees for design, implementation, administration, and financing of executive benefit programs, with no publicly disclosed pricing, ARR, or revenue figures. The firm is in continuous operation with three generations of Geiger-family leadership (CEO Scott A. Geiger, President Daniel W. Geiger) and a long-tenured CFO (Susan A. Fitzpatrick since 1988). There are no funding rounds, M&A transactions, subsidiaries, or institutional investors disclosed, and the firm has no mobile app, public API, or proprietary technology platform beyond a BOLI performance reporting portal.

Name

Glenn G. Geiger Company

Legal name

Glenn G. Geiger Company, Inc.

Website

https://thegeigercompany.com

Company type

Private

Founded year

1953

Operating status

Operating

Headcount range

11–50 employees

Short description

Founded 1953, the Glenn G. Geiger Company is a privately held U.S. consulting firm that designs, administers, and finances executive benefit programs — primarily BOLI and CUOLI — for community banks, credit unions, and select corporate clients.

Ownership category

akta.pro rank

Product category

Executive Benefits Consulting

NAICS

Portfolio Management and Investment Advice (523940), Other Insurance Funds (52519), Insurance and Employee Benefit Funds (5251)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Business Owner & Executive Financial Planning (FSAEAAAO)

akta.pro secondary industries

Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Executive benefit plans
• Bank owned life insurance
• Non-qualified deferred compensation
• Supplemental executive retirement plans
• Executive benefit administration

Headquarters

HQ city

Darien

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Consulting and Advisory Services: Fees for design, implementation, administration and financing of executive benefit programs for community banks, credit unions, and corporate clients. Services include plan design, product selection, program monitoring, and compliance management.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Glenn G. Geiger Company designs, implements, administers, and informally finances executive and director benefit programs for a select clientele of community banks, credit unions, and corporate organizations. Core offerings include BOLI and CUOLI financing strategies, Supplemental Executive Retirement Plans (SERPs), non-qualified deferred compensation plans, executive split-dollar insurance, salary continuation, and supporting administrative and financing services delivered on a full-service basis.

Product overview

The Glenn G. Geiger Company offers a comprehensive suite of executive benefit products and administrative services. The core offering consists of insurance-based products (BOLI, CUOLI, COLI) and non-qualified benefit plans (SERPs, Deferred Compensation, Split Dollar, Salary Continuation). These products are supported by financing strategies (rabbi trusts, secular trusts) and administrative services covering plan design, compliance, reporting, and ongoing management. The company acts as plan administrator, providing a full-service approach from design through administration and financing.

Differentiator

Problem solved

Functional benefit

Products and services

• Bank Owned Life Insurance (BOLI) A financing strategy for community banks involving the purchase of Tier 1 capital and single premium BOLI policies to informally finance or offset Deferred Compensation and SERP benefits for executives and directors.
• Credit Union Owned Life Insurance (CUOLI) Benefit plan designs for credit unions providing collateral assignment split-dollar, 457(f) compensation, and 162 bonus plans to reward and retain senior officers in a regulated environment.
• Corporate Owned Life Insurance (COLI) Life insurance products designed for corporate clients to fund executive benefit obligations in a tax-advantaged manner.
• Supplemental Executive Retirement Plans (SERPs) Non-qualified deferred compensation plans designed to restore benefits lost from traditional IRS qualified retirement programs for executives.
• Executive Split Dollar Insurance Benefits Collateral assignment split-dollar arrangements providing benefits to executives with regulatory compliance.
• Deferred Compensation Plans Non-qualified plans allowing executives to defer receipt of compensation for tax advantages.
• Salary Continuation Programs Programs providing continued salary payments during specified periods such as disability or leave.
• Benefit Restoration Arrangements Arrangements designed to restore benefits lost due to IRS compensation and contribution limits.
• Cost Recovery Strategies Strategies to recover costs associated with executive benefit programs.
• Phantom Stock Plans Executive compensation plans providing cash bonuses based on stock price appreciation without actual stock issuance.
• Key Person Insurance Insurance coverage protecting institutions against loss from death or disability of key executives.
• Supplemental Executive Disability Plans Disability income plans supplementing existing coverage for senior executives.
• Long Term Care (LTC) Long-term care benefit programs for executives.
• Administrative Services Plan administration services including plan design, product selection, program performance monitoring, evaluation of current benefit programs, survey of peer companies, analysis of funding options, reporting on government filings, and consultation with attorneys and accountants.
• Financing Strategies Informal financing of executive and director benefit obligations including BOLI, rabbi trusts, and secular trusts to fund non-qualified plan liabilities.

Named customers5 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• The Leaders Group, Inc.coreChannel Partner/ Reseller/ DistributorSecurities offered through The Leaders Group, Inc., Member FINRA/SIPC, located at 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120. The Leaders Group provides broker-dealer services for the distribution of securities products offered by the Geiger Company.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Milliman: Global actuarial and consulting firm providing executive benefits, pension, and retirement plan consulting services. Comparable because it advises on SERPs, deferred compensation, and BOLI/COLI programs for financial institutions and corporate clients, though it operates at much larger scale.
• USI Insurance Services: Large national insurance brokerage and consulting firm with executive benefits and corporate retirement advisory practices. Comparable as a broader-scope incumbent offering BOLI, executive benefits, and employee benefits consulting to financial institutions and corporates.
• WTW (Willis Towers Watson): Global advisory firm offering executive benefits, retirement plan design, and actuarial consulting for financial institutions and corporates. Comparable as a much larger incumbent providing SERP design, non-qualified plan administration, and BOLI advisory services.
• OneDigital: Large national insurance, benefits, and wealth advisory firm offering executive benefits, BOLI, retirement plan consulting, and HR consulting. Comparable as a much larger incumbent offering the same BOLI/SERP/executive benefit services alongside a broader insurance and benefits portfolio.

Direct peers

• CAPTRUST: Large independent RIA specializing in corporate retirement plan advisory, executive benefits, and institutional investment advice. Directly comparable because it serves a similar institutional client base (corporates, non-profits, financial institutions) with executive and retirement plan advisory services.
• Burnham Benefits Insurance Services: Independent employee benefits brokerage and consulting firm providing executive benefits, retirement plan advisory, and non-qualified plan design. Comparable as a similar-sized specialist serving corporate clients with executive benefit plan design and administration.
• Capital Performance Group: Niche consulting firm advising community banks on investment portfolio management, BOLI, and asset/liability strategies. Directly comparable as a similar-sized specialist focused on the community-bank vertical with overlapping executive benefit and BOLI expertise.
• Clark Consulting (now part of OneDigital): Historical specialist in BOLI and executive benefits consulting for community banks, now part of OneDigital. Comparable because it served the same community bank vertical with BOLI design and administration, and was absorbed into a larger platform — illustrating the consolidation dynamic relevant to the subject firm.
• Hayford Group: Niche consulting firm specializing in executive benefits, BOLI, and non-qualified deferred compensation design for community banks and credit unions. Directly comparable as a similar-sized specialty firm in the same BOLI/CUOLI niche.

Others

• The Leaders Group, Inc. FINRA/SIPC-registered broker-dealer that provides the securities distribution infrastructure for Glenn G. Geiger Company. Comparable as a partner channel rather than a competitor, but operates in the same financial services ecosystem serving community financial institutions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/the-glenn-g-geiger-company-inc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Glenn G. Geiger Company