Designing a compensation package for a company is a multi-faceted process. In this Whitepaper, we discuss the key components of an overall compensation package, determine the result of not providing… 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 »
Compensation Committee Preparation
As we approach a new year, it is time to reflect and review the goals and accomplishments of the current year and the hopes and opportunities for the year to… Read more »
The Scoop on Section 7702 & How it Affects Life Insurance Values Going Forward
Internal Revenue Code (IRC) Section 7702 was implemented in 1984, Section 7702A in 1988, and up until recently had remained untouched. Section 7702 defines the requirements that must be met… Read more »
Factors in Choosing the Top-Hat Group
Determining Who is in the Select Group In today’s market there is a strong focus to recruit, retain and reward your key executives. To accomplish this, companies are implementing Top-Hat… Read more »
Final Regulations on Reportable Policy Sales in BOLI/COLI Marketplace
Impact of Policy Sales in BOLI/COLI Marketplace Background Tax Cuts and Jobs Act of 2017 (TCJA) modified the prior-law exemptions of the Transfer for Value Rules (TFV Rules) to include… Read more »
Addressing A Flat Yield Curve
How to Invest with a Flat Curve Economists, financial professionals and business owners use the yield curve to predict economic outcomes and gauge the behavior of the market. The yield… Read more »
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… 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… Read more »
EBN – Lawrence, KS Office Moved!
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