Board meeting representative of a benefit plan meeting.


"Peapack-Gladstone Bank has been working with principals of Equias Alliance since 2001 and considers the Equias team to be trusted advisors. They have been outstanding in making sure our BOLI and benefit plans are beneficial to the Bank and are in line with regulatory guidance. We value our collaborative relationship highly."
Jeffrey J. Carfora
Senior Executive Vice President
Peapack-Gladstone Bank

"In my over 40 years of working in the banking industry, I have dealt with many consulting firms in the area of executive compensation, Bank Owned Life Insurance and Nonqualified Deferred Compensation. One particular firm and group of individuals have always stood out from the others in delivering quality service and products – Equias Alliance." "The documentation they provide has always exceeded regulatory guidance so that I have never had a regulatory question on any of the programs I have implemented."
Dave Kuhl
President and CEO
First Clover Leaf Bank, Edwardsville, IL

"Equias is more interested in creating solutions, rather than selling you products. With a client-centric service
model ... their knowledge of the benefit space is un-paralleled."
G. Scott McComb
CEO, President, Heartland Bank, Gahanna, OH

"The Equias team was very knowledgeable and thorough in all matters relating to BOLI and executive benefit plans."
Bill Rosacker
President & CEO
United Bankers' Bank, Bloomington, MN

"The Equias consultant was very knowledgeable in all matters relating to BOLI and executive benefit plans and quickly gained the trust of management and the Board. His vast experience and CPA background were invaluable in helping us. We had spent almost six years considering our options and in a few short meetings the Equias team was able to resolve the issues and take us through implementation. Since then, they have continued to be very thorough in the ongoing reporting and have been very responsive to any questions we have."
Jim Bosley
President & CEO
Farmers and Merchants Bank, Upperco, MD 

"We worked with another firm for over six months in 2012 to try to get an executive benefit/BOLI plan in place. We had almost come to accept the process had to be painful until we were introduced to the Equias Alliance team by the Tennessee Bankers Association. Their experience, technical expertise, and ability to explain things in plain English made a profound difference in getting the plan implemented in a way that was pleasing to both management and the Board. The ongoing administration has been excellent as well."
Matt Ricker
President and CEO of Volunteer State Bank

"I have worked with Ken Derks, Trey Dupree and their team for over 10 years involving BOLI products and deferred compensation issues, and have the utmost confidence in their ability to continue to deliver at the highest level with the formation of their new firm, Equias Alliance while partnering with Andesa Services in the delivery of administrative services and support. We continue to be very happy with the level of support that we have received over the years and will continue to receive in the future."
William J. Goetz, CPA
Executive Vice President & CFO
Jefferson Bank

"We are pleased to continue our relationship with Glenn Blackwood and Equias Alliance. Our experience over several years with 2 different banks has been one of impeccable service, excellent counsel, timely advice and superior product provision. We are pleased to say our confidence remains with Glenn Blackwood and Equias Alliance."
Tom Dargan
President & CEO
Floridian Financial

"We first purchased BOLI through the predecessor firm of Equias Alliance nearly 20 years ago. Over the years, we have continued to add BOLI as a way to offset employee benefit plans. Equias Alliance blended their professional resources with a tailored BOLI plan that has worked very well for us. We get personal attention, prompt responses and quality service both before and after the transaction has been completed."
Chuck Morgan
President and CEO
Relyance Bank, Pine Bluff, AR

"Equias Alliance combined their professional resources with a tailored BOLI plan that has worked very well for us. One of the most important things is the continued support that Trey Deupree and his staff have provided. They have been outstanding in making sure our team and examiners understood BOLI and its value to the bank."
Gregg Vandaveer
President and CEO
Sooner State Bank, Tuttle, OK

"Our team at Equias helped us to better understand our existing non-qualified benefit plans, which led to a restructure to meet our current needs and expectations. We also implemented a new benefit plan and added some additional BOLI. Their knowledge, responsiveness, and attention to detail was appreciated and made the process very smooth."
Brian R. Renner
First Federal Savings and Loan Association of Van Wert

"I have had the privilege of using Equias’ services not only at my current bank, but at my previous one as well. We could not have asked for a better partner! My previous bank had had no experience with BOLI and Equias spent a great deal of time with the Board and Senior Management to be sure that we not only understood but felt comfortable with our decision to purchase BOLI. My current bank had purchased BOLI a few years back, but had lost confidence in its provider. Equias met with our Board to answer questions left unanswered by our then BOLI partner. Following a series of meetings we moved our BOLI portfolio to Equias and have been pleased with the attention they give to our community bank."
Chuck Dixon
The Home Savings and Loan Company of Kenton, Ohio

The above testimonials may not be representative of the experience of other customers, and is no guarantee of future performance or success.

Equias News

Q3 2017 Equias Alliance/Michael White 2017 BOLI Holdings Report
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Compensation Strategies to Attract, Retain and Motivate Millennials – BankDirector
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Top 10 Reasons Banks Own BOLI – Joe Schaefer, MBA
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Current Events

Ohio Bankers | OBL Economic Summit | February 6 | Greater Columbus Convention Center, Columbus, OH

American Bankers Association | National Conference for Community Bankers | February 25 - February 28 | Hilton Hawaiian Village Waikiki Beach Resort, Honolulu, HI

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Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. Not all persons listed on this website are registered with or offer securities through Kestra IS. Only appropriately licensed individuals can offer securities through Kestra IS.

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