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Tag: Retirement

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Home ▻ Posts tagged "Retirement"

✎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 »

✎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 »

✎2021 COLA Numbers

Posted November 6th, 2020 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Personal Planning.

The 2021 Cost of Living Adjustments for various qualified retirement plans and other amounts have recently been released by the Internal Revenue Service. The numbers have been updated based on IRS… 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 SECURE Act: What You Should Know

Posted January 9th, 2020 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Highlights of SECURE Act The President recently signed the “Setting Every Community Up for the Retirement Enhancement Act of 2019” also known as the SECURE Act of 2019.  The SECURE… Read more »

✎David Fritz appointed to Board of AALU

Posted June 14th, 2019 by David Fritz & filed under Advisor.

David Fritz was recently appointed to the Board of Directors for The Association for Advanced Life Underwriting (AALU).  AALU advocates on behalf of all financial security professionals, servicing communities in… 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 »

✎Retirement Security Concerns Rise Post-Election

Posted February 2nd, 2017 by David Fritz & filed under Advisor.

I recently attended The American College of Financial Services Board meeting where there was much discussion on the need for retirement income planning in today’s society.  As President Donald Trump begins… Read more »

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