Executive Benefit Strategies – Our mission is to help optimize our bank client's bottom line by repositioning assets that can informally fund benefit packages facilitating the retention and recruitment of key executives, while increasing shareholder value. We do this through the creative use of Bank Owned Life Insurance - BOLI.
For BOLI information and other services offered, please go to the section "About Us". Thank you for visiting our website.
Other services: Financial Advisor, Financial Planning, Life Insurance, Estate Planning, Long Term Care
Featured Article - A Lasting Legacy with Life