Jessica provides administrative and client support to Pat Marget, J.D., CPA, CFP®, CLU®. She holds a BS in Finance from Illinois State University and brings over 24 years of experience… Read more »
Welcome Maria Valtierri!
Maria Valtierra joins EBN as a Client Onboarding Coordinator. Maria brings over 10 years experience in financial services, specializing in investments and underwriting operations, along with more than 2 years… Read more »
We’ve Moved!
We are excited about our new location! We look forward to welcoming you at our new space!
Welcome Jeremy Pfaff!
Jeremy joins Executive Benefits Network as a Financial Representative. Jeremy brings more than 17 years of experience in the financial services industry, most recently serving as Vice President in the… Read more »
Volunteer Day: Milwaukee Habitat for Humanity
We had a great day volunteering with Milwaukee Habitat for Humanity on April 10th. We worked on framing the new house. It was a great day of work with the… Read more »
Whitepaper: Establishing the Right Compensation Package
Designing a compensation package for a company is a multi-faceted process. In this Whitepaper, we discuss the key components of an overall compensation package, determine the result of not providing… Read more »
VIDEO: Are BOLI Yields Competitive?
David/Pat, BOLI Yields (canva.com) BOLI yields have remained competitive to other bank investments partly due to the tax-free build-up of BOLI earnings. The yields on BOLI products have been attractive, and… Read more »
Compensation Committee Preparation
As we approach a new year, it is time to reflect and review the goals and accomplishments of the current year and the hopes and opportunities for the year to… Read more »
The Scoop on Section 7702 & How it Affects Life Insurance Values Going Forward
Internal Revenue Code (IRC) Section 7702 was implemented in 1984, Section 7702A in 1988, and up until recently had remained untouched. Section 7702 defines the requirements that must be met… Read more »
Factors in Choosing the Top-Hat Group
Determining Who is in the Select Group In today’s market there is a strong focus to recruit, retain and reward your key executives. To accomplish this, companies are implementing Top-Hat… Read more »