Sunday, October 20, 2019

Equias Alliance, an NFP Company

With 1,200 BOLI clients, Equias Alliance, an NFP company, and NFP provide banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors, implementation and administration of BOLI and nonqualified benefit plans. We provide our clients with timely, accurate documentation and regulatory compliance support. The organization’s 50 team members include seven CPAs, two attorneys, eight MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator and several former bankers and bank directors. Our team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters. Equias has the exclusive endorsement of the American Bankers Association for the implementation and administration of both BOLI and executive and director benefit plans, and also has the endorsement of eight state banking associations for BOLI. Call Trey Deupree at 469.252.1038.

CONTACT INFORMATION:

7200 Bishop Road, Suite 240
Plano, TX 75024
Phone: (469) 252-1035 Fax:(972) 335-9545
Contact: Trey Deupree
Email: tdeupree@equiasalliance.com
Website: www.equiasalliance.com