We represent your interests and drive a competitive market for you.
Banks ranging from the world’s largest financial institutions to mid-sized banks struggle to find truly objective BOLI Advisory, Administration and Pre-Purchase Services. For 30 years they have been turning to MB Schoen & Associates. Why? They’re able to leverage our investment in the systems and people needed to exceed regulatory guidelines. More importantly, the most discerning institutions – including two of the top ten U.S. Banks – have chosen us to fulfill their exacting standards.
Our expertise and objective RFP process saves you money and helps you avoid costly pitfalls, such as unwarranted COI increases.
We are a SOC I, Type 2 and SOC 2, Type 1 audited administrator. Two of the top ten U.S. banks leverage us as a key resource.
We can help you look forward to your next BOLI regulatory examination.