Contributor : David Shoemaker
Equias Alliance writes about how rising interest rates will impact your bank’s bank-owned life insurance (BOLI).
Equias Alliance’s David Shoemaker and Ken Derks write about the growth in BOLI policies and why hybrid accounts have become popular.
Under this type of plan, if your bank’s shareholders do well, so do your executives.
Nonqualified deferred compensation plans are popular with banks. But how do you decide which one is right for your bank?
David Shoemaker talked to Bank Director magazine recently about market trends and what boards should know about risk management of BOLI plans.
Equias Alliance’s David Shoemaker and Ken Derks write about which policies banks are buying now, average premiums, and the range of current yields.
Equias Alliance provides a guide for boards who want to understand nonqualified benefit plan contracts.
What happens if your change in control agreement with an executive triggers a golden parachute tax? Equias Alliance discusses strategies.
What if a bank being sold has a Supplemental Executive Retirement Plan (SERP)? Could that trigger a so-called golden parachute clause with tax consequences for the acquiring bank? The answer is yes.
David Shoemaker of Equias Alliance addresses some common questions his customers have about BOLI.