Our Team

MB Schoen & Associates is led by principals who helped create:

• The first private offering separate account COLI policy
• The first private offering separate account BOLI policy
• 17 US Patents relating to stable value, BOLI and other financial and insurance products, including 401KSecure™

Our team members’ backgrounds include actuarial science, accounting, insurance product development, financial product development, non-qualified deferred compensation, OPEB defeasance, benefit cost containment, systems development, IT security and administration.  Together, we are industry-leading providers of BOLI Advisory, Administrative and Pre-Purchase Services.