James Calla's Contact Details

James Calla's Company Details

Meyer-Chatfield Group

Jenkintown, Pennsylvania, United States • 10 Employees
Financial Services

Meyer-Chatfield Group serves community and regional financial institutions across the United States with products, services, consultation, and administration. With over 250 clients throughout 42 states our firm has placed over $3 billion in BOLI and CUOLI. For more than 20 years, we have helped clients improve their earnings, design efficient employee benefit plans, and mitigate risk. Our firm is committed to being the BOLI resource for America's financial institutions by offering consultation, education and service. We assist financial institutions in crafting and deploying valuable, tax advantaged, BOLI strategies. We have managed and serviced BOLI transactions for hundreds of banks and credit unions. Our efforts are directed toward helping clients meet their financial goals within the applicable regulatory and legislative guidelines. Our directors, associates and staff include experts in Insurance, Investments, Actuarial Science, Structured Products, Executive Compensation and Plan Administration. Meyer-Chatfield Group is proud to be the trusted partner for America's financial institutions.