Bank Compensation Consulting (BCC) comprises a core group of professionals who have more than three decades of experience working with more than 500 banks nationwide. The expertise developed in non- qualified benefits plans, incentive plans and bank-owned life insurance (BOLI) can help a bank improve profitability and keep its “rainmakers”. Supplementing the core group is a very talented staff that has been instilled with this same expertise and client focus, thus creating an organization totally dedicated to helping banks become more successful.
Athena CF LLC (“Athena”) was formed in 2023 to meet a growing need in the BOLI marketplace - providing advisory services from a fiduciary perspective. The partners of Athena have completed over $20 billion in transaction value in the BOLI/COLI space over the past 20 years. Their direct experience includes a $2 billion separate account BOLI purchase by a money center bank, a $300 million COLI purchase containing a private equity investment program, several stable value protection rewraps covering over $10 billion of cash surrender value and numerous restructurings of underperforming BOLI porfolios. Athena’s principals have over 70 years of collective BOLI experience. Athena currently serves a broad client base advising them on their diverse insurance investment programs. These clients include:
Our advisory services span a broad scope and assist in all areas of tax, regulatory, accounting, investment structuring, product benchmarking and transaction execution.
Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC or NFP Corp (NFP). At NFP Corp. (NFP), our solutions and expertise are matched only by our personal commitment to each client’s goals. Our extensive experience as a leading provider of BOLI and executive benefits qualifies us to recognize the needs of today’s mature marketplace. Our objective is simple but sincere, to provide the long-term commitment necessary to properly service each of our client’s customized programs. Equias Alliance is a wholly-owned subsidiary of NFP.