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M Benefit Solutions - Bank Strategies | Overview


We are the Northeast Joint Venture Partner of M Benefit Solutions-Bank Strategies, a member of M Financial. M Benefit Solutions is the nationally endorsed provider of Executive Benefits and Bank-Owned Life Insurance programs for the Independent Community Bankers of America (ICBA). Additional information can be found at www.mben.com/bank. Services provided include:

Highlights

  •  A combined staff of over 200 employees, including professionals in the fields of taxation, accounting, law, actuarial science, and finance, with extensive expertise in all aspects of total compensation and insurance analysis.

  •  25-Year commitment to client service: a 12-year average administrative staff tenure in servicing clients large and small—from community banks to Fortune 1000 companies.

  • Exceptional in-house information systems: IT staff designs, develops, and supports administration system and interactive website, as well as a large database that tracks census and insurance information.

  •  In 2005, 2006, and 2007, M Benefit Solutions completed an SAS 70 Type II audit.

  • Financial strength as part of the M Financial family:

    Over 100 member firms throughout the U.S.
    Over $104 billion of face value in force
     2006 Revenues exceeded $746 million

  • Negotiating strength and marketing power with proprietary product development

  • Legislative and legal strength: 12 Association for Advanced Life Underwriting presidents have been principals of member firms. Our clients benefit from the close contact we have with, and the monitoring of, such legislative activity.
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