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Tag: Insurance

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Home ▻ Posts tagged "Insurance"

✎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 »

✎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 »

✎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 »

✎WHITEPAPER: Group Term Life Insurance Carve-Out Plans

Posted August 15th, 2018 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Uncategorized.

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 »

✎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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  • VIDEO: Are BOLI Yields Competitive?
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