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Deals and People February 14, 2013
Pentegra Names BOLI Regional Director
February 14, 2013 (PLANSPONSOR.com) – Matt Wilcox has joined Pentegra Retirement Services as a regional director for the supplemental benefits and bank owned life insurance (BOLI) business.
Reported by PLANSPONSOR staff
Wilcox has worked in the industry for nearly ten years. Most recently at Bank Financial Services Group, Wilcox was successful in developing executive benefit plan and BOLI solutions for community banks, as well as building strong relationships with numerous bank trade associations throughout the Midwest, particularly in securing endorsement agreements.
“We could not be more pleased to have Matt join our organization,” said Kevin Killian, Pentegra’s director of BOLI. “He is an accomplished client relations professional with an excellent track record of success. His deep knowledge of nonqualified retirement plan solutions and BOLI will be instrumental in expanding our business development efforts and marketing Pentegra’s supplemental benefit and BOLI programs.”
Wilcox holds his insurance license, as well as Series 6 and 63 registrations.