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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 and  Executive & Director Compensation

Member Benefits

Equias Alliance, an NFP Company delivers non-qualified benefit and BOLI portfolio services to banks across the United States. Their BOLI consultants have extensive experience and are located in 15 regional offices. Equias Alliance offers a near-seamless approach from design to implementation.

The Equias Alliance team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success. The organization includes seven CPAs, two attorneys, eight MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and many other degrees and licenses.

Member Discount

A no-cost risk assessment review of your current BOLI and non-qualified benefit plans is available to member banks. 

David Shoemaker, managing consultant of Equias Alliance, was a pioneer of the bank-owned life insurance (BOLI) marketplace. 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 nonqualified benefit plans. David’s consultative approach has benefited numerous Pennsylvania financial institutions and their shareholders.

Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. (NFP). Doing business in California as Equias Alliance Insurance Services, LLC (License #OH52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member of FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance, LLC or NFP. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm.

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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.