David Shoemaker, Managing Consultant
With 1,250 BOLI clients, Equias Alliance, an NFP company, and NFP provide banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors, implementation and administration of BOLI and nonqualified benefit plans. We provide our clients with timely, accurate documentation and regulatory compliance support. The organization's 50 team members include seven CPAs, two attorneys, eight MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator and several former bankers and bank directors. Our team includes individuals with significant BOLI and benefits administration experience as well as one of the industry's most recognized experts on accounting and tax matters. Equias is endorsed by eight state banking associations for BOLI and has the backing and support of NFP Corp., one of the largest insurance brokerage firms in the country. Call David Shoemaker, CPA/PFS, CFP ®at 901.754.4924 for more information.
Primary category: InsuranceAdditional categories:
- Bank Owned Life Insurance
- Executive Benefits & Board of Director Services