Innovative Solutions

Outstanding Service

Consulting services for bank & corporate owned life insurance programs.

EBS Advantage

At EBS, we have extensive experience developing BOLI and COLI programs:

Approximately 12,000 life insurance
policies from more than 20 carriers

Over 100 financial institutions

More than 85 clients with 

nonqualified employee benefit plans

Who we are

EBS is a marketing, consulting and service firm that specializes in the placement of Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) programs. These programs utilize BOLI / COLI to finance existing employee benefits, as well as to informally fund new or existing nonqualified executive benefit plans.

  • …one of the most professional, knowledgeable, and responsive companies that I have ever worked with over my career.

    Luke, CFO

  • My experiences have all been handled with the utmost in professionalism and with the highest skill level in their field of work. Our company is totally pleased with both the start of our relationship and all continuing interactions…

    Steven, CEO

Areas of Focus

Bank Owned Life
Insurance (BOLI)

Corporate Owned Life Insurance (COLI)

Executive Consulting & Planning