Our 25+ years of experience and industry-leading investment in systems save you time and money.
Our 25+ years of experience and industry-leading investment in systems save you time and money.
We represent your interests and drive a competitive market for you.
Our compensation is fully-disclosed in advance – and guaranteed.
Companies ranging from the world’s largest financial institutions to mid-sized banks choose MB Schoen & Associates (MBSA) for BOLI Advisory Services, Administration and Pre-Purchase Services. Why? Because since launching in 1992, we have invested in the systems and people needed to exceed regulatory guidelines. More importantly, we fulfill the exacting standards of our discerning clients, including two of the top ten U.S. banks.
Our expertise and objective, RFP process saves you money and helps you avoid costly pitfalls, such as unwarranted COI increases.
We are a SOC I, Type 2 Audited administrator. Two of the top ten U.S. banks leverage us as a key resource.
We can help you look forward to your next BOLI regulatory examination.
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