Who We Are
We Design, Service, Fund and Administer Executive Benefit and BOLI Plans for Financial Institutions ranging from $25 million to over $200 billion in assets. We service multiple carriers through our National Service Center, which is headquartered in Richmond, Virginia. We provide a full range of benefit plan related services as well as cash value and compliance reporting. We have creatively designed solutions customized to the individual needs of a financial institution for over a quarter of a century.
Our Expertise and Experience
We are a frequent lecturer on Executive Benefits and BOLI at National Conferences including Bank Regulator Conferences and Bank and Professional Association meetings. Our speaking engagements have included meetings of the Insurance Institute of the Federal Reserve in Boston, the Financial Managers Society, The OCC, the Conference of State Bank Supervisors, the Mid-West Bank Regulators Conference, the Tax Section of the American Bar Association in Los Angeles, Washington, DC, and Orlando, and the Massachusetts, North Carolina, Virginia and West Virginia Bankers Associations. See Selected Speaking Engagements for additional information.
Why Us
In these economic times, it's important to work with only the most knowledgeable and experienced consultants available. As your consultant, our goal is to positively impact your Bank's bottom line, improve efficiencies, reduce credit risk, address executive morale, retention, and succession issues, and fix broken plans.