ATTRACT, RETAIN, & REWARD YOUR TOP PERFORMERS

 

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.

  

Bank Owned Life Insurance - BOLI

BOLI is a tax-advantaged life insurance arrangement who's earnings can offset the the costs of employee, executive, and director benefit plans as well as providing valuable life insurance protection.  Over 64% of your competitors own BOLI!  

Municipal Bond Strategies for Banks

We offer banks institutionally priced and managed Municipal Bond Strategies through RNC Genter Capital Management.  RNC seeks to provide high levels of tax-free income, capital preservation, and strong total return over all market cycles investing in municipal bonds diversified by sector, state, and types of structures. 

An institutionally managed account eliminates broker mark-ups and replaces it with a low management fee.  (minimum investment, $10,000,000.) 

Investment Advisory Services

Offered through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company.

  • Comprehensive investment advisory and financial planning capabilities.​
  • Long-term relationships built on mutual trust
  • Truly independent financial guidance
  • A conflict-free investment manager compensation model
  • Fully electronic account set up process.  We utilize video conferencing and electronic signatures.  No need for an in person visit.  Stay safe!

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

 

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