NFP Executive Benefits
With 1,250 BOLI clients as of December 31, 2019, NFP Executive Benefits (NFPEB) provides banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors. Our services include the implementation and administration of both BOLI and nonqualified benefit plans. NFPEB is well positioned to provide its clients with timely, accurate documentation and regulatory compliance support. The organization includes CPAs, attorneys, MBAs, CLUs, CFP, and ChFC professionals, a former bank regulator and several former bankers and bank directors, and other experts with advanced degrees and licenses. Our staff also 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. NFPEB has the exclusive endorsement of the Tennessee Bankers Association for the implementation and administration of both BOLI and nonqualified benefit plans. In addition, it has the endorsement of the American Bankers Association for the implementation and administration of BOLI and executive and director benefit plans. As further evidence of its leadership role in the industry, 10 state bankers associations also exclusively endorse NFPEB for BOLI. Call David Shoemaker, CPA/PFS, CFP at 901-754-4924, James Taylor at 901-202-6886 or Linda Radley at 901-754-0144 for more information.