| Equias Alliance, LLC
8000 Centerview Parkway, Suite 525
Memphis, TN 38018 | | 901-754-4924 | | Fax 901-754-3375 | |
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Equias Alliance, a trusted partner to America’s banking institutions, is comprised of several of the most experienced former independent consultants and top technical resources of Clark Consulting, including David Shoemaker and Jim Olson. Our strategies and practices enable clients to meet key financial goals, manage benefit liabilities, enhance shareholder value and attract and retain
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their best people. We bring banks a comprehensive understanding of industry trends, given the changing landscape of compensation, benefits and investments. We provide expertise to banks with design and implementation of bank-owned life insurance (BOLI) portfolio strategies, BOLI program reviews, design of non qualified benefit plans, and administration of BOLI and non qualified benefit plans using our experienced technical resources and superior technology.
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| Zurich North America Financial Enterprise
600 Red Brook Boulevard, Suite 600
Owings Mills, MD 21117 | | 800-553-7348 | | Fax 410-261-7837 |  |
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Zurich North America Financial Enterprise (formerly F&D) is the preferred single-source provider of bond and insurance coverage tailored to meet the specialized needs of modern financial institutions. Even the strongest, safest and best-managed depositories need to carefully evaluate insurance programs for improved coverage possibilities, overlapping coverage or protection gaps. Zurich offers |
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financial institution bond, directors and officers liability, property and casualty, and many other related coverages for commercial banks and thrifts. Zurich's Financial Institution Protection Program can be tailored to meet the unique needs of almost any institution. Any MBA member wishing to take advantage of the Zurich's financial stability, proactive field force, underwriting expertise and responsive claim handling may do so by contacting an independent agent or Zurich representative.
View Zurich's recent presentation at the 2011 MBA Annual Convention - The Four Biggest Risks Facing Financial Services Companies Today: And How to Deal with Them.
Zurich has created a new social network community specifically for financial institutions, www.financialrisktalk.com. This new forum was created to allow financial institutions to share relevant information with their peers. Financialrisktalk.com brings together risk professionals and other prominent industry thought leaders to share knowledge on issues facing the financial services industry today: existing and emerging litigation and regulatory changes, enterprise risk management, operational issues, D&O risk, security and privacy exposures and much more. | |
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| Affinion Benefits Group
P.O. Box 40726
Nashville, TN 37204 | | 800-251-2148 | | Fax 615-371-2569 | | Send Email | |
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Affinion Group will work with your bank to customize turnkey, value-added programs that drive retention, differentiation and incremental revenue for your institution. Affinion's proven strategies increase cross-sell ratios, allowing their partners to further increase core deposits and strengthen relationships. Their turnkey solutions include strategic program consultation and development, multi-channel |
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marketing and promotion, best-in-class product and sales training, program fullfilment, follow-up tracking and analysis, and ongoing program consultation. Affinion Group provides thousands of global financial institutions with turnkey marketing solutions as well as revenue-generating products and services that enhance customer relationships. |
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| Albert Risk Management Consultants
1704 Westminster Way
Annapolis, MD 21401 | | 410-849-2676 | | Fax 781-449-5340 | | Send Email | |
| Albert Risk Management Consultants is a large consulting firm with a highly experienced practice group specializing in banks. We can evaluate the adequacy of a Bank’s property, liability, bond and D & O insurance program and the equity of the insurance premiums being charged via a special written audit procedure. We provide on going guidance to our clients in managing their insurance program and generally are problem solvers in the area of risk and insurance. We are fee based. We sell no insurance. |
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| FinSecure LLC
1122 Kenilworth Drive, Suite 107
Towson, MD 21204 | | 1-866-539-3995 | | Fax 1-866-915-7879 | |
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Specialists focused on insuring financial institutions – and this focus is by design, because we believe that specialists outperform generalists. Custom designed insurance products including commercial package policy, bond, management liability, lender placed and foreclosed property, mortgage impairment, master trust programs. A member company of the W. R. Berkley Corporation (NYSE: WRB). Coverages are written on A. M. Best A+ rated paper. |
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| L.R. Webber Associates, Inc.
P.O. Box 593
Hollidaysburg, PA 16648 | | 814-695-8066 | | Fax 814-696-3244 | | Send Email | |
L.R. Webber Associates, Inc. strives to provide MBA members with reliable, efficient and competitive Employee Benefits programs. Our goal is to assist your bank with the design, implementation, enrollment and servicing of your employee benefits program. L.R. Webber’s services are designed to provide employee claims and coverage support while reducing the administration and cost burdens on the human resource department. These services include:
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Benefit Plan Design and Implementation Strategies
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Flexible Spending and Health Reimbursement Account Administration
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Peer Group Comparisons
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401(k) and Defined Contribution Plan Design
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Employee Awareness, Education and Communication
Since its creation in 1976, L.R. Webber Associates, Inc. (LRW) has worked to create a true partnership atmosphere with its clients. LRW, located in Hollidaysburg, PA, brings over 100 combined years of providing first-class employee benefits & retirement plan advisory and administrative experience to the MBA. They believe in a “client-directed relationship” and are committed to helping you create a “Human Capital Connection” that connects one of your greatest assets, your people, to the growth of your bottom
line.
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| Travelers
14200 Park Meadow Drive
Chantilly, VA 20151 | | 800-638-5080 | | Send Email | |
| Leading writer of property and casualty insurance and bond coverages. They also offers coverage for Directors and Officers Liability, Employment Practices Liability, Trust Liability and Professional Liability. |
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