Ascensus is the largest independent retirement and college savings services provider in the United States, helping over 6 million Americans save for the future. With more than 30 years of experience, the firm partners with financial institutions to offer tailored solutions that meet the needs of financial professionals, employers, and individuals. Ascensus specializes in recordkeeping, administrative, and program management services,supporting over 43,000 retirement plans and 3 million 529 college savings accounts. It also administers more than 1.5 million IRAs and health savings accounts.
Contact your FIPCO account executive at 1-800/722-3498 or firstname.lastname@example.org for more information.
Drive Revenue. Create Relationships. Get Peace of Mind.
Being successful in today’s financial arena means being flexible to the ever-changing demands and preferences of your account holders. With Deluxe Financial Services, you’ll find the programs and services you need to meet those demands, drive revenue, manage compliance and create meaningful, long-lasting relationships with your customers. Learn more at deluxe.com/connect
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EverFi provides an opportunity for Wisconsin banks to private-label the EverFi platform, which teaches, assesses and certifies high school students in over 600 topics in personal finance. The program uses the latest in new media technology—including 3-D gaming, animations, avatars, video and other features – to bring the financial world to life for high school students. EverFi is currently used by more than 3000 of high schools in all 50 states and meets all national and state requirements for financial literacy.
To learn more about the benefits the program offers to banks and how to get involved, contact WBA at email@example.com.
A subsidiary of WBA, FIPCO® helps financial institutions operate more efficiently and profitably through the development, marketing and support of compliant and user-friendly business platforms. These products, in turn, help FIPCO clients provide exceptional service to their own customers, creating trust and confidence.
KeyState Captive Management, an affiliate of The KeyState Companies, has partnered with the Wisconsin Bankers Association Employee Benefits Corporation (EBC) to offer a unique bank captive insurance program to Wisconsin banks. The bank captive program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way. KeyState and its affiliates have been working with Wisconsin banks for over 22 years providing Nevada investment subsidiary, portfolio management, and asset liability consulting services. We are pleased to now introduce the bank captive program.
Midwest Bankers Insurance Services (MBIS) is a joint venture by the Minnesota Bankers Association and the Wisconsin Bankers Association and is endorsed by the North Dakota Bankers Association. They specialize in designing and securing programs specifically for community banks in the Midwest. As an independent agency they have access to a variety of insurance providers to help tailor bank plans to meet specific needs.
The Wisconsin Bankers Association is pleased to re-introduce a new and enhanced Office Depot program for WBA members. You will have access to the exclusive Business Services Division website, strategic brand name partnerships, multi-billion dollar buying power, and ease in economizing your bank's operations. You’ll also enjoy customer service from Office Depot’s best national account reps.
Additional member benefits include:
- Discounts up to 80% off Manufacturers Suggested List Price.
- A core list of 200+ frequently ordered, deeply discounted products featuring many high use commodity items and bank-specific products.
- Your own customized list of an additional 75 items using the same steeply discounted pricing matrix as the core list.
- Free next-day delivery by Office Depot truck or UPS, depending on your location.
- Access to our website for placement of orders, online catalog, stock availability, order history, product returns, and usage reports.
- The support of a local account manager who is responsible for total account management customer satisfaction and the support of Office Depot’s national account desk.
- You'll also receive discounts on office furniture, print/copy services, custom business forms, stationery supplies, promotional products, lunchroom and janitorial provisions.
- Your employees will have access to many of these same program benefits through the Employee Purchase Program.
Individual employees can also take advantage of these discounts for themselves by registering individually using this link.
For more information about this program, please contact WBA's Nick Loppnow at 608-441-1208 or via email.
WBA members can save up to 26 percent off UPS Express air and international shipments. All this with the peace of mind that comes from using the carrier that delivers outstanding reliability, greater speed, more service and innovative technology. UPS guarantees delivery of more packages around the world than anyone, and delivers more packages overnight on time in the U.S. than any other carrier, including FedEx.
The WBA EBC markets and services the WBA Insurance Trust Medical, Dental, Vision Care, Prescription Drug, Life plus Accidental Death & Dismemberment (AD&D), Long Term and Short Term Disability coverage to financial institutions and their employees. It also provides an individual accidental death program and a voluntary life insurance program for employees of financial institutions.
Contact Daryll Lund at firstname.lastname@example.org for more information.