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Contact: James R. David
PO Box 5575 Edmond Oklahoma 73083-5575 United States Phone: 405-232-4500 Fax: 888-228-9378 Website: http://www.davidcapitalgroup.com/

Biographical Info

Since 1979, David Capital Partners, Inc. has provided Bank-Owned Life Insurance (B.O.L.I.) to Oklahoma banks. Using BOLI, we increase current earnings and shareholder value to fund employee benefit liabilities, including group medical plans, deferred compensation, and supplemental executive retirement plans. We are the only Oklahoma-based firm capable of plan design, pre-purchase analysis, and funding implementation. We help community banks recruit, retain, reward and retire key personnel, and recover the costs to pay them. Let us show you how to increase Tier 1 capital returns within regulatory guidelines improving your bottom line.

Categories: Bank Owned Life Insurance (BOLI), Executive & Director Benefit Plan, Industry Partner

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Contact: Trey Deupree
7200 Bishop Rd, #240 Plano Texas 75024 United States Phone: 972-672-8245 Website: https://equiasalliance.nfp.com/

Biographical Info

NFP helps banks achieve their key financial goals, manage benefit liabilities, and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, bank-owned life insurance (BOLI) expertise, and BOLI administration solutions.

Categories: Bank Owned Life Insurance (BOLI), Industry Partner