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Tag: business

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Home ▻ Posts tagged "business"

✎BOLI with Tight Liquidity

Posted August 15th, 2023 by David Fritz & filed under Banking, Executive Benefits.

In this high interest rate environment, the yields on Bank Owned Life Insurance (BOLI) are still attractive. BOLI continues to be desirable and has remained competitive to other bank investments… Read more »

✎Safety and Soundness Review on BOLI

Posted April 20th, 2023 by Pat Marget & filed under Banking.

It is imperative that banks periodically conduct a thorough review of their Bank Owned Life Insurance (BOLI) holdings beyond the information typically provided in an Annual Review by an existing… Read more »

✎Whitepaper: Establishing the Right Compensation Package

Posted February 2nd, 2023 by David Fritz & filed under Uncategorized.

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 »

✎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 »

✎Effects of COVID-19 on Nonqualified Plans

Posted April 15th, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Nonqualified Plans and the American Pandemic, COVID-19 The new coronavirus, COVID-19, has created great social and economic uncertainties for companies, their employees and families. This article provides helpful information to… Read more »

✎The Why for Business Life Insurance

Posted February 17th, 2020 by Pat Marget & filed under Banking, Executive Benefits.

How Life Insurance and Business Succession Go Hand in Hand Life insurance plays a significant part in an individual’s future and financial plan.  Personal life insurance planning protects a family… Read more »

✎The Role Life Insurance Plays in Business Planning

Posted October 4th, 2018 by David Fritz & filed under Banking, Executive Benefits, Personal Planning.

Being in a leadership or ownership role in a business is not an easy task, a lot of time and work goes into the roles necessary to lead the company. … Read more »

✎Using Life Insurance to Supplement Retirement Income

Posted July 18th, 2017 by David Fritz & filed under Advisor, Executive Benefits.

Reasons for Life Insurance When it comes to putting aside funds for a Business Owner’s retirement, the options beyond qualified plans are limited.  Owners of pass through entities are taxed on… Read more »

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