Jonathan Anderson- Director of Operations How often do you look at another bank’s noninterest income and wonder how they are continuously doing so well, regardless of any adversity in the… Read more »
The Pickle of Term vs. Perm
Nikki Kook- Marketing and New Business Coordinator Longevity and insurance. What do these have in common? Although technological and medical advances are wonderful and give us more time with our… Read more »
Life Insurance as a Corporate Financing Tool
R. David Fritz, Jr., CLU Much of my experience with life insurance has centered on its use in business situations. In the business context, life insurance is traditionally associated with… Read more »
Third-Party Vendor Best Practices
Nikki Kook- Marketing and New Business Coordinator According to the OCC, a third-party relationship is defined as “any business arrangement between a bank and another entity, by contract or otherwise.”The… Read more »
Succession Planning for Family-Owned Banks and Businesses
You are gone tomorrow. What happens to the business you poured years of blood, sweat and countless sleepless nights into? Will your family take it over? Is there an outside… Read more »
Banking Compensation and Nonqualified Benefit Plan Study
Executive Benefits Network is pleased to present our first benefit plan study. This study provides useful information to the banking community and reflects common market practices pertaining to Executive Benefit… Read more »
Tax Effects on BOLI & Nonqualified Plans in Bank Mergers & Acquisitions
R. David Fritz Jr., CLU- Managing Partner and Patric J. Marget, JD, CPA, CFP, CLU- Managing Director, Executive Benefits Network; Melaine D. Brandt, CPA- Partner, Wipfli, LLP Summary We have… Read more »