Welcome to Executive Benefit Strategies LLC
This is your first step to Enhancing Earnings and Executive Stability. Within many institutions, portions of the investment portfolio may not be optimized for long-term tax efficiency and performance. -
Executive turnover carries financial and strategic consequences that extend well beyond compensation expense alone. Thanks for stopping by!
Executive Benefit Strategies is an authorized distributor of BOLI products manufactured by a variety of highly rated insurance companies.
Bank Owned Life Insurance
BOLI is a tax advantaged funding vehicle that can help offset the costs of employee, executive and director benefit plans as well as providing valuable life insurance protection, for banks only.
Our Mission
We strive to assist institutions to maximize investment performance so that increased earnings can help offset the cost of executive retention plans and recruitment incentives.
Don't forget your directors!
Give your directors something to get excited about. Ask about the BOLI funded Director Fee Deferral Plan. A director can elect to defer all or a portion of their fees, defer taxes, and earn a very attractive rate of interest. BOLI earnings can offset the cost.
The Hybrid Retention Plan
We have invented a powerful and affordable benefit plan that will make it nearly impossible for a talented executive to leave your bank as well as a recruiting tool. It combines rolling retention bonuses with a supplemental retirement benefit. A key executive will be leaving a lot of money on the table if they leave and go to a competitor. Guess what: They won't leave!!!!
Coordinated Retention Funding
Improved earnings capacity can be allocated to structured executive benefit programs without additional strain on operating budgets. You can align incentives with long-term institutional objectives, increase executive tenure, and strengthen competitive positioning in recruitment.
Capital Efficiency Strategy
Repositioning select assets into strategically structured, tax advantaged vehicles can :
*Enhance earnings stability
*Improve long-term yield efficiency
*Increase predictability of non-interest income
*Strengthen capital utilization