Non-Qualified Plan & Benefits Financing Solutions

Clients Like Our Solutions

“We worked with many different firms over the years that provided BOLI related products and services. Working with Pentegra has been a sterling experience. Their expertise, detailed approach and flawless service is second to none in this industry. Our reporting and regulatory needs are all highly attended to. I am happy to recommend Pentegra to my community banking colleagues for their BOLI needs.”
Noah W. Wilcox President, CEO & Vice Chairman
Grand Rapids State Bank, Grand Rapids, MN

Clients Value Our Expertise

“Pentegra worked closely with us, reviewing our existing benefits program. We were impressed with the way that Kevin Killian worked with our management team and Board as well as with the analysis he provided that showed how using Pentegra’s BOLI solution made sense for us. Pentegra has been extremely accessible to us and has helped us to make sure that our Directors and examiners understood BOLI and its value to our bank.”
Robert English President & CEO
Shore Community Bank, Toms River, NJ
“We made the decision to go with Pentegra Retirement Services as our BOLI provider because of its 70 years of experience serving the community bank marketplace. That, plus the Pentegra team of BOLI experts and their technical knowledge regarding BOLI solutions convinced us that Pentegra was the right provider for us. Pentegra’s BOLI team, led by Kevin Killian, is very accessible and always available to assist with our needs. We have complete trust in Kevin and his team and know we can always rely on them and their expertise.”
Robert Mangano President & CEO
1st Constitution Bank, Cranbury, NJ

Clients Like The Way We Think

“We had our bank’s BOLI program with three different firms, but when Matt Wilcox approached us about combining the policies into a single program we jumped at the chance to streamline services and administration. We have had a great experience with both Matt and Pentegra, having been a Pentegra customer for over 10 years on the qualified plan side with our 401(k) and Pension plans. Matt and First National Bank also have a great history. We look forward to many great years ahead, as well as to expanding our BOLI portfolio.”
Peter J. Haddeland President
First National Bank in Mahnomen, Mahnomen, MN