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About The Galbreath Group

The Galbreath group works with banks, credit unions and financial institutions across the country as a trusted advisor helping to achieve their financial goals. We provide the following financial products: * Institutional Life Insurance- BOLI/COLI/ICOLI/CUOLI. * Design, implementation, administration and portfolio management. * Analysis and review of current plans *Access to strong relationships with the highest-rated and most competitive carriers. * Executive Retention Plans such as SERPS/Non-Qualified Deferred Compensation. Including design, implementation and administration of retention plan and analysis of current plan. * Split Dollar Life Insurance - Endorsement - Loan Regime - Economic Benefit * Utilization of cutting-edge technology to create efficiencies in products and administration. *Comprehensive reporting and compliance services. * Strategic planning When working with the Galbreath group our clients enjoy 200% transparency in the fees grad we charge. We throughly explain the fees for services and identify the fees associated with the products we recommend. Listening and teamwork are the most important aspects of our consultative approach. We actively listen to understand our clients unique needs so that we can carefully find the appropriate solution. We pride ourselves in working as a team to create the best way to realize a successful outcome. The Galbreath Group is always available to listen and collaborate with its valuable clients. Reach out today to start a conversation about how we can help to make your financial institution more successful.

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