Executive Benefit Strategies

Insurance · Louisiana, United States · 1-10 Employees

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Overview

Headquarters

130 Desiard St Ste 816, Monroe, Louisian...

Phone Number

(318) 324-1851

Revenue

<$5 Million

Industry

Insurance Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
1
1
1

About Executive Benefit Strategies

Executive Benefit Strategies LLC specializes in Bank Owned Life Insurance (BOLI) products that serve banks by providing tax-advantaged funding for employee and executive benefit plans. Their offerings include best-in-class BOLI products, plan design, and administration services aimed at optimizing costs associated with employee benefits. The intended clients are banks seeking to implement BOLI strategies that benefit executives, directors, and shareholders alike. Additionally, they provide options for director fee deferral plans that allow for tax deferral and potential returns on investments.Explore more
Executive Benefit Strategies's Social MediaPopular SearchesExecutive Benefit StrategiesExecutive Benefit Strategies LLCNew York Life Insurance CoFulco, Michael JSIC Code 64,641NAICS Code 52,524Show more

Executive Benefit Strategies Org Chart

PhoneEmail
Mary Dobbs, President & Owner at Executive Benefit Strategies
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President & Owner

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Revenue

Number of Employees

Type

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Founded In

Top Executive

Executive Benefit Strateg...

<$5M
1-10
Private
-
2003
Mary Dobbs, President & Owner at Executive Benefit Strategies
Mary DobbsPresident & Owner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JR
Jean RaduenzDirector, Investment Operations & Services
<$5M
1-10
Private
-
2020
IC
Issac CorreaInsurance Producer
<$5M
1-10
Private
-
-
LY
Lisa YoukFinancial Advisor & Owner
<$5M
1-10
Private
-
1990
MS
Michele ShanleyDirector, Operations
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Executive Benefit Strategies is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

Executive Benefit Strategies is drawing exceptional interest within the Insurance industry, suggesting notable developments or strong market momentum, learn more about Executive Benefit Strategies.

Executive Benefit Strategies Tech Stack

A closer look at the technologies used by Executive Benefit Strategies

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Frequently Asked Questions Regarding Executive Benefit Strategies

What is Executive Benefit Strategies's official website?
Executive Benefit Strategies's official website is www.executivebenefitstrategies.com
What is Executive Benefit Strategies's Revenue?
Executive Benefit Strategies's revenue is <$5 Million
What is Executive Benefit Strategies's SIC code?
Executive Benefit Strategies's SIC: 64,641
What is Executive Benefit Strategies's NAICS code?
Executive Benefit Strategies's NAICS: 52,524
How many employees does Executive Benefit Strategies have?
Executive Benefit Strategies has 1-10 employees
What industry does Executive Benefit Strategies belong to?
Executive Benefit Strategies is in the industry of: Insurance, Finance, Securities Trading
What is Executive Benefit Strategies competition?
Executive Benefit Strategies top competitors include: New York Life Insurance, New York Life Insurance, Northwestern Mutual Wealth Management, Northwestern Mutual Wealth Management
What technology does Executive Benefit Strategies use?
Some of the popular technologies that Executive Benefit Strategies uses are: MailChimp, Microsoft Azure, YouTube, Neustar UltraDNS
How do I contact Executive Benefit Strategies?
Executive Benefit Strategies contact info: Phone number: (318) 324-1851 Website: www.executivebenefitstrategies.com
What does Executive Benefit Strategies do?

Executive Benefit Strategies LLC specializes in Bank Owned Life Insurance (BOLI) products that serve banks by providing tax-advantaged funding for employee and executive benefit plans. Their offerings include best-in-class BOLI products, plan design, and administration services aimed at optimizing costs associated with employee benefits. The intend... ed clients are banks seeking to implement BOLI strategies that benefit executives, directors, and shareholders alike. Additionally, they provide options for director fee deferral plans that allow for tax deferral and potential returns on investments.Read More

What are Executive Benefit Strategies social media links?
Executive Benefit Strategies Linkedin page Executive Benefit Strategies Facebook page
Is Executive Benefit Strategies a public company?
Executive Benefit Strategies is private company therefore does not currently have an official ticker symbol
See more information about Executive Benefit Strategies

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