BOLI and Compensation Plans

Equias Alliance, delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 20 consultants and 32 support personnel. With some of the most experienced consultants in the industry located in 15 regional offices, Equias Alliance offers a near-seamless approach from design to implementation. Their team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success. Visit website.

Program Advantages Exclusive to MBA Members

Equias Alliance provides a comprehensive range of executive benefit consulting services as well as strategic financing and investments solutions to help your bank offset benefit liabilities, here’s how:

BOLI portfolio services designed to enhance the bank's earnings.
Consultants review your banks current BOLI assets and provide summary of findings and recommendations. They also consider retirement income shortfalls resulting from qualified benefit plan limitations, while incorporating rewards based on targeted performance or other benchmarks.
They customize a balanced approach in the design, implementation and administration of non-qualified benefit and BOLI programs that best serve clients' objectives and needs.
Offering the highest caliber of products from the nation’s top insurance carriers.
Maintains physical, electronic and procedural safeguards that comply with federal regulations to guard consumer and customer nonpublic personal information.

“The Equias consultant was very knowledgeable in all matters relating to BOLI and executive benefit plans and quickly gained the trust of management and the Board. His vast experience and CPA background were invaluable in helping us. We had spent almost six years considering our options and in a few short meetings the Equias team was able to resolve the issues and take us through implementation. Since then, they have continued to be very thorough in the ongoing reporting and have been very responsive to any questions we have.”

Jim Bosley, President & CEO of Farmers
and Merchants Bank