Strategic Executive Benefit and Bank Owned Life Insurance (BOLI) Solutions
Equias Alliance, LLC, is a team of the most experienced consultants and technical support associates in the industry, most of whom came from the former Clark Consulting firm focused on BOLI and executive/director non-qualified benefit consulting services.
The firm services more than 800 community banks nationally and has earned state bank association endorsements from more than 30 states in addition to its national endorsement with the American Bankers Association.
Equias Alliance serves the nonqualified benefit planning and BOLI needs of their banking clients in California and across the nation.
Eric Johnsen, MBA, has worked with Equias for several years and has more than 20 years experience working with senior executives and boards in the insurance industry. The firm provides a wealth of experience and knowledge of market trends and regulatory requirements and has a team of associates that includes eight CPA’s, two attorneys, seven MBAs, three CLUs, and several other designations and licenses.
Equias Alliance, LLC utilizes its Andesa system as a backbone for reporting and compliance tracking of BOLI products. This $20 million state-of-the-art system provides bank clients with the highest level of service and flexibility of reporting in the industry.