Goris Agency
Northwestern Mutual- Skokie, IL 5215 Old Orchard Rd, Skokie, IL, United StatesDavid Fritz and Pat Marget speak to Goris Agency in Skokie, IL about BOLI and Nonqualified Deferred Compensation.
David Fritz and Pat Marget speak to Goris Agency in Skokie, IL about BOLI and Nonqualified Deferred Compensation.
Come see David Fritz and Pat Marget speak about Bank Mergers and Acquisitions at the Community Bankers of Wisconsin Member Appreciation event. Executive Benefits Network is a Preferred Partner of the Community Bankers of Wisconsin.
Our very own Pat Marget speaks at Northwestern Mutual's Executive Benefits School.
Executive Benefits Network breaks down how bank mergers and acquisitions affect BOLI, Split Dollar and Nonqualified Benefit Plans. R. David Fritz, Jr, CLU- Managing Partner and Patrick J. Marget, JD, CPA, CFP, CLU- Managing Director from the Milwaukee office answer your tough questions with Melaine D. Brandt, CPA’s help from Wipfli.
R. David Fritz, Jr., CLU will give actionable ways to incorporate the Universal Life product into one’s practice in the “Discover the Flexibility of Universal Life” webinar at 11am CST on Thursday, November 20.