Funding
Solutions

We provide your firm with custom-designed programs to offset —and even recover-- the cost of director and employee benefits to keep your balance sheet healthy. For banks, credit unions and corporations, we create plans that satisfy both regulators and shareholders. Some solutions may also help you enhance benefits without adding to the bottom line.

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Executive & Director
Benefits

The importance of strong leadership can’t be overstated. We work with you to create specialized plans and packages that reward your key leaders appropriately and attract new talent.

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Asset
Protection

With success comes the necessity to protect what you’ve earned. An effective asset protection strategy is as unique as you are, and we work one-on-one with you to develop a plan that provides protection and makes the most of your assets.

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Decades of old-fashioned Expertise
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  • Enhance Profitability—Funding solutions, plus Financial Services, ALM, and Overdraft Protection
  • Attract, Retain and Reward their People—Executive and Director Benefits, plus broad-based employee benefits such as health insurance and retirement plans
  • Protect their Assets—Estate and Business Planning and Key Person planning, plus Data Security and REO