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.

pre-puchase

BETTER OUTCOMES

Our expertise and objective RFP process saves you money and helps you avoid costly pitfalls, such as unwarranted COI increases.
administrative

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.
advisory

ELEVATE GOVERNANCE

We can help you look forward to your next BOLI regulatory examination.
resources

RESOURCES

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infrastructure

INFRASTRUCTURE

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our team

OUR TEAM

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