Zealous Client Advocacy

We represent your interests and drive a competitive market for you.

slide

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.

slide

Independent

We have access to more insurance carriers, resulting in the most competitive market possible.

Objective

Our advice is realistic, practical and most importantly, unbiased.

Hubble Image of NGC 3324

We salute the American heroes who made the Hubble Space Telescope and these remarkable photos possible. Learn more.

slide

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’re able to leverage our investment in the systems and people needed to exceed regulatory guidelines.  More importantly, the most discerning institutions – including two of the top ten U.S. Banks – have chosen us to fulfill their exacting standards.

We are the ONLY provider that has:

Better Outcomes

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

Learn More

Save Time

We are a SOC I, Type 2 audited administrator. Two of the top ten U.S. banks leverage us as a key resource.

Learn More

Elevate Governance

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

Learn More

Resources

Infrastructure

Our Team

Hubble Images