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Category: Banking

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Home ▻ Archive by category "Banking"

✎Volunteering: Prevent Blindness

Posted January 31st, 2023 by Elizabeth Wendorf & filed under Banking, Community Service, Executive Benefits.

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

Posted December 21st, 2022 by David Fritz & filed under Banking, Community Service, Executive Benefits.

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

Posted October 19th, 2022 by David Fritz & filed under Banking.

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?

Posted September 27th, 2022 by Pat Marget & filed under Banking, Executive Benefits, Uncategorized.

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?

Posted August 2nd, 2022 by David Fritz & filed under Banking, Executive Benefits.

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)?

Posted April 6th, 2022 by Pat Marget & filed under Banking, Executive Benefits.

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

Posted October 20th, 2021 by Elizabeth Wendorf & filed under Banking, Community Service, Executive Benefits.

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!

Posted August 4th, 2021 by David Fritz & filed under Banking, Community Service, Executive Benefits.

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

Posted November 6th, 2020 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Personal Planning.

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?

Posted June 3rd, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

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 »

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Recent Posts

  • Whitepaper: Establishing the Right Compensation Package
  • Volunteering: Prevent Blindness
  • Family-Owned and Closely-Held Retreat Reflections
  • VIDEO: Choosing an Insurance Carrier for BOLI
  • VIDEO: Are BOLI Yields Competitive?
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