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Tag: Planning

Watch Now: Compensation Planning in Today’s Talent Market

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Home ▻ Posts tagged "Planning"

✎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 »

✎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 »

✎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 »

✎EBN Highlights Issues to Address in Succession Planning

Posted May 9th, 2019 by Pat Marget & filed under Advisor, Banking, Executive Benefits.

Considerations in Succession Planning EBN was recently featured in the May/June Issue of Indiana Bankers Association’s magazine, Hoosier Banker, with an article on Succession Planning and the Important Issues to Address…. 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 »

✎Business Succession Planning

Posted June 12th, 2018 by David Fritz & filed under Banking, Executive Benefits, Personal Planning.

The Purpose of Succession Planning As the Senior Leadership teams in the business industry approach retirement, creating and developing the company’s succession plan is critical.  Along with creating a succession… Read more »

✎Video: Compensation Planning in Today’s Talent Market

Posted August 1st, 2017 by Elizabeth Wendorf & filed under Advisor, Banking, Executive Benefits.

How do banks attract young employees and retain key executives? David Fritz Jr. and Patrick Marget of Executive Benefits Network explain that bank compensation plans should appeal to multiple generations… Read more »

✎Tax Reform and Life Insurance Planning

Posted June 15th, 2017 by Elizabeth Wendorf & filed under Advisor.

AALU Tax Reform Update The AALU recently released an update on the much-anticipated tax reform and how it impacts life insurance planning.  President Trump wanted to have the tax reform… Read more »

✎Financial Planning on the (Possible) Eve of Tax Reform

Posted May 4th, 2017 by Elizabeth Wendorf & filed under Advisor.

Tax Reform Status President Trump’s tax reform proposal mirrors what he promised during his campaign.  With the prospect of major tax reform on the horizon, it is important to stay… Read more »

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