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Equias Alliance, an NFP Company

8000 Centerview Parkway
Suite 525
Memphis, TN 38018

David Shoemaker, CPA/PFS, CFP®
dshoemaker@equiasalliance.com
(901) 754-4924
(901) 754-3375 (Fax)

www.equiasalliance.com

BOLI, Executive Compensation & Long-Term Care

Member Benefits:

Equias Alliance, an NFP Company (“Equias”), through its group of nationwide consultants, including David Shoemaker, has made over 2,500 BOLI placements and implemented 1,500 non-qualified benefit plans for 800 community banks. These plans help institutions increase earnings and shareholder value as well as recruit, retain and reward key officers and directors. If your bank is interested in learning more about any of these plans, Equias has the experienced and professional staff (including attorneys and CPAs) needed to properly design and administer the plans. As evidence of its leadership position in the market, Equias has the exclusive endorsement of the American Bankers Association and state banking associations. For more information about Equias, please contact David Shoemaker, CPA/PFS, CFP® at dshoemaker@equiasalliance.com.

Member Discount:

Equias will provide member banks a no-cost risk assessment review of your current BOLI and non-qualified benefit plans.

David Shoemaker, a Managing Consultant of Equias Alliance, was a pioneer of the bank-owned life insurance (BOLI) marketplace as he introduced the concept of a “no-load” BOLI product in the late 1980’s. He provides in-depth knowledge of general account, separate account and hybrid separate account products from many of the nation’s top carriers. In addition, he has helped hundreds of banks design executive and director benefit plans over the past 27 years. He is a frequent speaker at state and national trade association meetings and has authored numerous articles on compensation, BOLI and non-qualified benefit plans. David’s consultative approach has been an asset to numerous Pennsylvania financial institutions and their shareholders.

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Disclaimer: * Vendor selections and recommendations are made in accordance with the Services Corp's stated mission. It is believed that the promoted products and services merit strong consideration by PA Bankers member banks. PA Bankers Services Corporation's due diligence and selection criteria should not be construed as a guarantee, as the ultimate appropriateness may vary from bank to bank. In addition, PA Bankers member banks are encouraged to conduct their own due diligence reviews of recommended vendors. Remuneration received by the Services Corp is utilized in-part to support the PA Bankers Association through contracted agreements, corporate sponsorships and overhead coverage. This financial support expands resources and strengthens the services and programs of the PA Bankers Association.