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NFP Connect – NFP’s New BOLI On-Going Risk Management and Administration System

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NFP Connect – NFP’s New BOLI On-Going Risk Management and Administration System

Brought to you by: NFP Executive Benefits

In this episode:

Jonathan Duda, Vice President – BOLI Sales Operations, NFP Executive Benefits
Jeremy Exell, Vice President, Membership, American Bankers Association


NFP Executive Benefits

NFP delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 180+ professionals. With some of the most experienced consultants in the industry located in 35 states, we offer a nearly seamless approach from design to implementation. Our team has helped more than 2,000 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success. In addition, our in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. When you work with us, you’ll get timely, accurate documentation and regulatory compliance support. The organization’s team members include CPAs, attorneys, MBAs, CLUs, CFP® and ChFC® professionals, a former bank regulator, several former bankers and bank directors, and other experts with advanced degrees and licenses. We’re proud of our diverse group that includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. The group has over 800 years of combined BOLI and benefits experience. As evidence of its leadership position in the market, NFP has the exclusive endorsement of the ABA 10 state banking associations. Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. Not all persons listed on this website are registered with or offer securities through Kestra IS. Only appropriately licensed individuals can offer securities.