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Posts By: David Fritz

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Home ▻ Articles posted by David Fritz (Page 2)

✎The SECURE Act: What You Should Know

Posted January 9th, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Highlights of SECURE Act The President recently signed the “Setting Every Community Up for the Retirement Enhancement Act of 2019” also known as the SECURE Act of 2019.  The SECURE… Read more »

✎Final Regulations on Reportable Policy Sales in BOLI/COLI Marketplace

Posted December 19th, 2019 by David Fritz & filed under Uncategorized.

Impact of Policy Sales in BOLI/COLI Marketplace Background Tax Cuts and Jobs Act of 2017 (TCJA) modified the prior-law exemptions of the Transfer for Value Rules (TFV Rules) to include… Read more »

✎Addressing A Flat Yield Curve

Posted October 30th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits, Uncategorized.

How to Invest with a Flat Curve Economists, financial professionals and business owners use the yield curve to predict economic outcomes and gauge the behavior of the market. The yield… Read more »

✎Salary Budget Predictions 2020

Posted September 19th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Reviewing Compensation Packages As the new year approaches, it is time for employers to consider salary increases for the 2020 year. The results produced by WorldatWork, an association of Total… Read more »

✎The Importance of Employee Engagement

Posted July 9th, 2019 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Tangible Benefits and Best Practices  David Fritz was featured in an article titled “Employee Engagement” in the Wisconsin Bankers Association’s July 2019 Magazine. David states, “The productivity of the organization… Read more »

✎David Fritz appointed to Board of AALU

Posted June 14th, 2019 by David Fritz & filed under Advisor.

David Fritz was recently appointed to the Board of Directors for The Association for Advanced Life Underwriting (AALU).  AALU advocates on behalf of all financial security professionals, servicing communities in… Read more »

✎Featured in Wisconsin Bankers Association’s March Magazine

Posted March 15th, 2019 by David Fritz & filed under Uncategorized.

Successfully Onboarding a New CEO David Fritz was featured in the article, “Strategy, Relationships and Communication,” in the Wisconsin Bankers Association (WBA)’s March 2019 magazine.  The article discussed ways to… Read more »

✎Fixed Rate Nonqualified Compensation Plan

Posted February 6th, 2019 by David Fritz & filed under Advisor, Executive Benefits.

Fixed Rate Nonqualified Compensation Plan As employers review their executive benefit packages in 2019, one old-fashioned plan design might come into vogue. That is the Fixed Rate Nonqualified Deferred Compensation… Read more »

✎WHITEPAPER: Investing with Tight Liquidity

Posted October 30th, 2018 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Management teams are responsible for ensuring that their company’s investments are getting the best returns. One investment option that they may consider is Bank Owned Life Insurance (BOLI) or Corporate… Read more »

✎The Role Life Insurance Plays in Business Planning

Posted October 4th, 2018 by David Fritz & filed under Banking, Executive Benefits, Personal Planning.

Being in a leadership or ownership role in a business is not an easy task, a lot of time and work goes into the roles necessary to lead the company. … Read more »

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