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Deals & People February 14, 2013
Pentegra Names BOLI Regional Director
Matt Wilcox joined
Pentegra Retirement Services as a regional director for the supplemental
benefits and bank-owned life insurance (BOLI) business.
Reported by PLANADVISER staff
Wilcox has worked in the industry for nearly 10 years and brings extensive community bank benefits knowledge to his new role. Most recently at Bank Financial Services Group, Wilcox developed executive benefit plan and BOLI solutions for community banks, as well as built 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.