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Posts By: Lisa Oddis

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Home ▻ Articles posted by Lisa Oddis

✎How Executives Minimize the Retirement Tax Hit – Plan Ahead

Posted December 8th, 2015 by Lisa Oddis & filed under Advisor, Banking, Executive Benefits.

Nikki Kook – Marketing and New Business Make a plan for your large retirement payouts, such as stock awards and deferred compensation, at least one to two years before leaving…. Read more »

✎Long-Term Care for Employed Spouses

Posted July 28th, 2015 by Lisa Oddis & filed under Advisor, Banking, Executive Benefits.

Nikki Kook – Marketing and New Business You are the sole proprietor or partner of a business. Your spouse is a genuine employee of the business. A long-term care insurance… Read more »

✎The Many Benefits of Corporate and Bank Owned Life Insurance (COLI / BOLI)

Posted March 20th, 2015 by Lisa Oddis & filed under Banking, Executive Benefits.

Companies use Corporate and Bank Owned Life Insurance (COLI / BOLI) to help fund their employee benefit plans, increase earnings and shareholder value as well as recruit, reward and retain… Read more »

✎The Importance of Communication in Succession Planning

Posted March 17th, 2015 by Lisa Oddis & filed under Banking.

Lindsey M. Bessy, ALMI, CLTC, MBA, CLU, CASL- Financial Advisor We recently talked with a client who was facing a more common problem with succession planning than one may think…. Read more »

✎Putting the Freeze on Fees

Posted February 17th, 2015 by Lisa Oddis & filed under Advisor, Banking, Executive Benefits.

Martha Petitjean – Executive Benefits Coordinator Executive Benefits Network provides fee-free access to client’s financial information, including illustrations and annual reports. This is not the case with most companies. As… Read more »

✎Split-Dollar Plans and Net Amount at Risk Considerations

Posted February 12th, 2015 by Lisa Oddis & filed under Advisor, Banking, Executive Benefits.

Andrew Bainbridge- Client Service Specialist Employer owned split-dollar life insurance is a method of sharing both the obligations and benefits of life insurance with an employee while also providing an… Read more »

✎Avoiding Inadvertent Taxable Gifts: Crummey Powers and ILIT Trustee Responsibilities

Posted September 10th, 2014 by Lisa Oddis & filed under Advisor, Executive Benefits, Personal Planning.

Avoiding Inadvertent Taxable Gifts: Crummey Powers and ILIT Trustee Responsibilities Lindsey M. Bessy, ALMI, CLTC, MBA, CLU, CASL- Financial Representative Many individuals follow an annual gifting strategy that involves making… Read more »

✎Minimize FICA Taxes in Nonqualified Deferred Compensation Plans

Posted August 12th, 2014 by Lisa Oddis & filed under Executive Benefits.

Nikki Kook- Marketing and New Business Coordinator Minimize FICA Taxes in Nonqualified Deferred Compensation Plans Nonqualified Deferred Compensation (NQDC) plans have become increasingly popular along with the higher income tax… Read more »

✎Succession Planning for Community Banks

Posted July 22nd, 2014 by Lisa Oddis & filed under Banking.

In lieu of our Succession Planning for Community Banks WEBINAR on September 3 at 10am CDT, below is the whitepaper on the same topic. Please CONTACT US if you have questions or… Read more »

✎Why does my bank competition have higher Noninterest Income?

Posted June 10th, 2014 by Lisa Oddis & filed under Banking.

Jonathan Anderson- Director of Operations How often do you look at another bank’s noninterest income and wonder how they are continuously doing so well, regardless of any adversity in the… Read more »

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