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

Biographical Info

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. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors, and employees critical to each bank’s success.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. Equias provides its client with timely, accurate documentation and regulatory compliance support. The organization’s 52 team members include eight CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and other degrees and licenses. The Equias team 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/benefits experience. Equias has successfully completed a SSAE 16 SOC I Type II audit.

Equias Alliance has partnered with Andesa Services, Inc. to benefit from the strength and support of their systems technology. Equias utilizes Andesa’s Q+™ system platform in our administration of nonqualified benefit programs and BOLI. In business for over 30 years, Andesa provides a comprehensive suite of technology solutions and services to seven of the 13 largest life and annuity carriers and several top brokers in the United States. Andesa maintains an SSAE 16 SOC 1 Type II attestation report.

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