NFP Executive Benefits

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NFP Executive Benefits

8000 Centerview Parkway, Suite 525
Memphis, TN 38018 | View on Google Maps

David Shoemaker

901-754-4924 | fax: 901-754-3375

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With 1,250 BOLI clients as of December 31, 2019, NFP Executive Benefits (“NFPEB”) provide banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors. Our services include the implementation and administration of both BOLI and nonqualified benefit plans. NFPEB is well positioned to provide its clients with timely, accurate documentation and regulatory compliance support. The organization includes CPAs, attorneys, MBAs, CLUs, CFP®, and ChFC® professionals, a former bank regulator and several former bankers and bank directors, and other experts with advanced degrees and licenses. Our staff also 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. NFP has the exclusive endorsement of the American Bankers Association for the implementation and administration of BOLI and executive and director benefit plans. As further evidence of its leadership role in the industry, ten additional state banking associations also exclusively endorse NFPEB for BOLI. Call David Shoemaker*, CPA/PFS, CFP® at 901-754-4924, or Jim Olson at 804-784-7216 for more information or visit https://executivebenefits.nfp.com.

*A Registered Representative of Kestra Investment Services, Inc.

Member Since: 2011

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