Zealous Client Advocacy
We represent your interests and drive a competitive market for you.
Innovative
Our 30+ years of experience and industry-leading investment in systems save you time and money.
Transparent
Our compensation is fully-disclosed in advance – and guaranteed.
Independent
We have access to a wide range of leading insurance carriers, resulting in a highly competitive market.
Objective
Our advice is realistic, practical and most importantly, focused on your objectives.
Banks ranging from the world’s largest financial institutions to mid-sized banks struggle to find truly objective BOLI Advisory, Administration and Pre-Purchase Services. For 30 years they have been turning to MB Schoen & Associates. Why? They are able to leverage our investment in the systems and people needed to exceed regulatory guidelines. The most discerning institutions – including two of the top ten U.S. Banks – have chosen us to fulfill their exacting standards.
BETTER OUTCOMES
Our expertise and objective RFP process saves you money and helps you avoid costly pitfalls, such as unwarranted COI increases.
SAVE TIME
We are a SOC 1, Type 2 and SOC 2, Type 2 audited administrator. Two of the top ten U.S. banks leverage us as a key resource.
ELEVATE GOVERNANCE
We can help you look forward to your next BOLI regulatory examination.
