Equias Alliance delivers nonqualified benefit and BOLI administration and portfolio services to banks across the United States. Equias Alliance offers a near-seamless approach from design to implementation.

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Our Firm - Overview

Equias Alliance delivers nonqualified benefit and BOLI portfolio services to banks across the United States via its team of 18 consultants and 30 support personnel. With some of the most experienced consultants in the industry located in 14 regional offices, Equias Alliance offers a near-seamless approach from design to implementation. Our team has helped more than 800 banking organizations recruit, retain, and reward executives, directors and employees critical to each bank’s success.

In addition, the company’s in-house service professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners. Equias provides its client with timely, accurate documentation and regulatory compliance support. The organization’s 48 team members include seven CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors, and other degrees and licenses. The Equias team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. The group has over 600 years of combined BOLI/benefits experience. Equias has successfully completed a SSAE 16 SOC I Type II audit.

Equias Alliance has partnered with Andesa Services, Inc. to benefit from the strength and support of their systems technology. Equias utilizes Andesa’s Q+™ system platform in our administration of nonqualified benefit programs and BOLI. In business for over 30 years, Andesa provides a comprehensive suite of technology solutions and services to seven of the 13 largest life and annuity carriers and several top brokers in the United States. Andesa maintains and SSAE 16 SOC 1 Type II attestation report.

Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance LLC is independent of ProEquities, Inc.
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