Dan Kzaley's Contact Details

Dan Kzaley's Company Details

Equias Alliance

Cordova, TN, US • 20 - 49 Employees
Financial Services

Equias Alliance, LLC consultants have designed and implemented bank-owned life insurance (BOLI) and nonqualified benefit plans for select executives at more than 800 community banks nationwide. These plans help institutions recruit, retain and reward key officers and directors while increasing earnings and shareholder value. The experienced and professional staff at Equias includes attorneys, CPAs, and former bankers and bank directors with the specific knowledge and expertise to implement a BOLI or nonqualified plan or review existing plans and make objective recommendations based on the product structure and the bank's stated goals. With the highest caliber of services and technical and compliance support, Equias has earned the exclusive endorsement of the ABA (through its subsidiary, the Corporation for American Banking) and 9 state banking associations for BOLI. Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. This site is published for residents of the United States only. Registered Representatives of Kestra IS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).