Bank Financial Services Group

Ms. Melissa L D'Amico, Business Development Coordinator
411 S. State St
Newtown, PA 18940
(267) 291-2130 (phone)
(877) 237-7300 (toll-free)
(267) 291-2131 (fax)
www.bfsgroup.com
Membership Level: Silver Service Member
Valued member since February 2005

BFS Group, a national firm with 12 offices throughout the country is a leader in every aspect of the Bank-Owned Life Insurance (BOLI) industry. BFS Group’s comprehensive individual approach to creating the most efficient earning BOLI Asset for their community bank clients is unmatched in the industry due to their total access to the BOLI life insurance carriers and products. BFS Group’s carrier relationships allows them to design the most appropriate BOLI transaction that will fit each bank’s characteristics and culture and ultimately significantly increase the bank’s bottom line earnings . Their unparalleled customer support that includes: specialized BOLI and retirement plan education and administration, all pre and post purchase BOLI regulatory compliance, is an industry standard utilizing both the MINTS state of the art proprietary software and highly experienced back office expertise with an emphasis on personal customer service for every client.



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