Nikki Kook- Marketing and New Business Coordinator Longevity and insurance. What do these have in common? Although technological and medical advances are wonderful and give us more time with our… Read more »
Third-Party Vendor Best Practices
Nikki Kook- Marketing and New Business Coordinator According to the OCC, a third-party relationship is defined as “any business arrangement between a bank and another entity, by contract or otherwise.”The… Read more »
Reminder: In-Service Distributions for Benefit Plans
Lisa A. Oddis- Case Implementation Specialist An In-service Distribution is an option in some Nonqualified Plans. It allows participants to elect to take a distribution from their account balance during… Read more »
EBN Gives Back!
EBN rallied the troops and gave back to three programs that are near and dear to our hearts: Feeding America– EBN suited up December 11th to sort and package food… Read more »
We’re Social!
Can’t wait to see what is featured in the EBN Newsletter each month? Follow Executive Benefits Network”s LinkedIn page for constant updates on business and industry happenings. Check it out!… Read more »
Responsibilities of the ILIT Trustee
Lindsey M. Bessy, ALMI, CLTC, MBA- Financial Representative With an increase in litigation targeting Irrevocable Life Insurance Trust (ILIT) trustees for fiduciary breaches, it is important more than ever for… Read more »
ICOLI: Offset Benefit Costs while Improving the Bottom Line
Lindsey M. Bessy, ALMI, CLTC, MBA- Financial Advisor Insurance Company Owned Life Insurance (ICOLI) is life insurance owned by the insurance company and issued on the lives of directors and… Read more »