On January 19, EBN had the opportunity to spend the morning volunteering with Prevent Blindness Wisconsin. As a team we did vision screening for 241 children at a local Milwaukee Elementary… Read more »
Family-Owned and Closely-Held Retreat Reflections
Recently, David Fritz and Pat Marget were panelists at the Wisconsin Bankers and Illinois Bankers Association’s Family-Owned and Closely-Held Bank Strategic Retreat held in Madison, Wisconsin. The discussions with the… Read more »
VIDEO: Choosing an Insurance Carrier for BOLI
Choosing an Insurance Carrier for BOLI EBN’s approach in recommending BOLI is to make sure our clients understand the carrier and product they are investing in. When selecting the best insurance… Read more »
VIDEO: Are BOLI Yields Competitive?
David/Pat, BOLI Yields (canva.com) BOLI yields have remained competitive to other bank investments partly due to the tax-free build-up of BOLI earnings. The yields on BOLI products have been attractive, and… Read more »
Video: What is BOLI?
EBN is answering some commonly asked questions on Bank Owned Life Insurance (BOLI), starting with the basic question of What is BOLI? BOLI is the purchase of a single premium… Read more »
Why Own Bank Owned Life Insurance (BOLI)?
Each year, there is an increasing amount of Bank Owned Life Insurance (BOLI) purchased in the United States. BOLI is life insurance owned by the bank and issued on the… Read more »
Volunteer Day – Hunger Task Force
On Monday, October 18, EBN had the opportunity to volunteer for the Hunger task Force Farm in Franklin, Wisconsin. We learned so much about the Hunger Task Force and all that they provide for… Read more »
Celebrating 20 Years!
EBN is celebrating 20 years in business!! Thank you to our clients who trust us to provide service and plans that fit your needs, to our employees who go above and… Read more »
2021 COLA Numbers
The 2021 Cost of Living Adjustments for various qualified retirement plans and other amounts have recently been released by the Internal Revenue Service. The numbers have been updated based on IRS… Read more »
Feeling the Squeeze in Net Interest Rates?
Take a Look at BOLI 2020 has seen a significant drop in interest rates with several cuts by the Fed over the past several months. While these dramatic steps work… Read more »