Meyer–Chatfield is a national consulting organization that is dedicated to assisting financial institutions with the design, implementation and administration of Bank Owned Life Insurance portfolio solutions.
Core Competencies
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Unmatched knowledge of BOLI, from design through implementation
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Proficient knowledge of the regulatory environment
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Expertise in insurance products and BOLI investment programs
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Proven experience in understanding bankers’ needs and delivering services and programs to meet those needs.
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Core Values – Our Commitment to you
We promise
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to be a valued advisor that designs, implements and administers profitable solutions for your bank.
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to educate you and your staff to understand the entire BOLI process.
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to help you have the strongest and safest asset available, while optimizing your earning potential.
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to work with you to assure that your program design and implementation will pass any regulatory review without hesitation.
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to remain an independent firm that aligns your long-term interests with our long-term focus on solid relationships. |
Markets ServedWe serve the community and large bank markets, offering custom consultative services that will help increase your bank’s performance. Our BOLI consultants
bring a sophisticated strategic planning approach down to a practical,
executable level.
