by Feminella, Amy | Nov 19, 2019 | Bank advisors, Compensation Advisors, Featured, Insights, News, Stream
2019Q4 STREAM Report 2019Q4 STREAM Report: a quarterly report put together by Newcleus, covering Strategy, Technology, Events & Announcements, and Marketplace news. STRATEGY 1035 Exchange to Single Premium Immediate Annuity (“SPIA”): A relatively uncommon type of...
by Feminella, Amy | Nov 19, 2019 | Bank advisors, Compensation Advisors, Insights, News, Stream
NEWCLEUS BOLI INDEX 2019Q4 Newcleus BOLI Index: The Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Through our extensive work with client banks and financial institutions, we’ve gained the...
by Feminella, Amy | Nov 19, 2019 | Bank advisors, Compensation Advisors, Insights, News
MARKETPLACE 2019 YEAR END BOLI UPDATE Click here to learn what’s exciting and new in the BOLI marketplace 2019 as the year comes to an end…
by Feminella, Amy | Nov 13, 2019 | Bank advisors, Insights, News, We are Newcleus
1035 Exchange to SPIA (Single Premium Immediate Annuity) and BOLI Optimization 1035 Exchange to SPIA: A relatively uncommon type of 1035 exchange has become the talk of the town in the BOLI market. Typically when we think of a 1035 exchange, it’s a transaction that...
by Feminella, Amy | Sep 30, 2019 | Bank advisors, Compensation Advisors, News, We are Newcleus
BFS-MC Group Announces Name Change To Newcleus BFS-MC Group Announces Name Change: Newtown, PA. — BFS-MC Group, the leading design and administration provider of compensation, benefit, investment and financing strategies, announces it will now be doing business as...
by Feminella, Amy | Sep 6, 2019 | Bank advisors, Compensation Advisors, News, We are Newcleus
Our secure online portal lets you easily manage your policies, reports and results. At Newcleus, we’ve helped hundreds of financial institutions select and manage their financing and compensation strategies. To provide the best experience, we’ve created...
