M Benefit Solutions – Bank Strategies is structured to provide our clients with consistent nationwide coverage. We have identified several Advisor Firms with extensive experience in bank executive and director benefits and BOLI to provide consulting services to clients nationwide.
Distributed throughout the country, these firms work with us to design programs which meet each bank’s specific needs and to ensure high quality, ongoing administrative and compliance services.
Overland Park, KS
Thomas J. Jordan, CLU, MSFS, CEPA
San Antonio, TX