Featured in Wisconsin Bankers Association’s March Magazine

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 successfully onboard a new CEO.  According to Fritz, “A new CEO who is not effectively onboarded – no matter how qualified for the role –… Read more »

WHITEPAPER: Group Term Life Insurance Carve-Out Plans

Employer-sponsored life insurance has traditionally played an important role in an executive’s pre-retirement planning for family and financial obligations.  Many view the group life insurance plans as a large part of their estate planning strategy.  Group life plans however, are not portable at retirement thus creating a void in the Executive’s planning needs.  A company… Read more »

Fact Finding Uncovers LTC Case and More

Background: When, Executive Benefits Network, President, Joe B. Jones first met with a community bank prospect, he did not see the opportunity for an open case. The joint work partner was interested in placing bank owned life insurance, but it was quickly evident that they did not have capacity to add more BOLI at that… Read more »

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