why choose mmb

National In Scope

Clients located throughout the United States ranging in size from under $50 million to over $300 billion in assets

Service Capabilities

Currently service over $1.8 billion in BOLI, ICOLI, and COLI cash value representing 16 different carriers

Experience

Our team includes attorneys, CPAs, and MBAs. We have over 100 years of combined experience in the BOLI, ICOLI, COLI and executive benefit market

Accuracy & Security

To further ensure the quality and integrity of our services, we are currently completing a SSAE 16 SOC I, Type II Audit

About US

Specialists in BOLI, ICOLI, COLI, and Executive Benefits

MMB specializes in the design, implementation, service, and administration of BOLI, ICOLI, COLI, and executive benefit plans for banks, insurance companies, and professional firms. We pride ourselves on providing custom solutions utilizing the best-in-class products in the insurance industry. Our firm includes attorneys, CPAs, and MBAs with the experience necessary to frequently speak on BOLI, ICOLI, COLI, and executive benefit related topics at Federal and State Bank Regulator Conferences as well as Professional Associations. With offices located in Richmond, VA, Pittsburgh, PA, West Hartford, CT, and Charleston, SC, we have the capabilities to provide all service and administration in house.

  • Cash Value Serviced

    Over $1.8 Billion with 16 Different Carriers

  • Policies Serviced

    Over 5,600

  • Client Size Range

    Under $50 Million to Over $300 Billion in Assets

Our Executive Team

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John H. Milne, JD, LLM

MMB Managing Memeber
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Peter P. Leone, Jr.

MMB Member
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A. Gregory Finkell, JD

MMB Member
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Miles J. Hopkins, CPA

MMB Member
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Eric S. Rohnacher

MMB Member

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