• M Benefit Solutions – Bank Strategies provided our bank with an executive retirement program that fit our culture while helping us to successfully retain and reward key executives. They delivered BOLI products to meet our needs and their administration infrastructure and systems fulfills the informational needs of our examiners, our finance folks and plan participants. Given their professionalism, experience and knowledge, it’s easy to understand why ICBA has such a long-standing and successful relationship with M Benefit Solutions.
    Donald P. Queenin, Executive Vice President
    Northern Bank & Trust Company
  • The Independent Community Bankers of America (ICBA), a national trade group representing over 7,000 community banks nationwide, started working with GW Financial/M Benefit Solutions in 2009. Our experience has been stellar, and I would strongly recommend GW Financial/M Benefit Solutions to any business or company seeking solid, well crafted retirement solutions for their executives and staff. We have found GW Financial to be very responsive and flexible in meeting our needs. Their systems are easy to understand and use, and their accuracy of reporting is first rate. The depth of their team and knowledge of our industry is unmatched. As the national voice for 7,000 community banks, ICBA is very selective about with whom we do business and we could not have picked a better business partner than GW Financial/M Benefit Solutions.
    Camden R. Fine, President/CEO
  • Just got reviewed by the FDIC. They were very impressed with the [BOLI] compliance and [BOLI] website. Some of the best they've seen.
    David Wallace, President
    Lowell Five Cents Savings Bank
  • There has never been a time in this contested process when your Broker, GW Financial did not respond on the same day with the support I needed as your lawyer. I am very grateful.
    George L. Chimento, Attorney at Law
    Davis, Malm & D'Agostine, P.C.
  • Several years ago we had a BOLI program that really was not getting the attention it needed from our prior provider. “John & John” came in and helped us restructure our program improving the yield and cleaned up the compliance shortfalls. Since that time they have proactively addressed our needs and been extremely responsive to questions as they arise. Both myself and our board are very pleased to have them as a deep knowledgeable resource in this area.
    Ann Lally, President
    Salem Co-Operative Bank
  • John and his team provide excellent products, advice and customer service. I appreciate his expertise and detailed follow-through.
    Stephen Costello, CEO
    Bank of Canton
  • Landmark School has been the beneficiary of GW Financials guidance and support in helping to define and implement a deferred compensation plan that is truly making a difference for key employees. We all appreciate your knowledge and service....Thank you!
    Bob Broudo, President and Headmaster
    Landmark School
  • I have utilized John’s expert services for the past 9 years, now with two different organizations.  His work is of the highest caliber in terms of quality and content.  He is always responsive, and conducts his business with the utmost professionalism and integrity.  I highly recommend him both as an individual and as an expert in what has become a pretty complicated niche of the insurance business.  
    Dennis Keefe, CEO
    Care New England
  • We have worked with M Benefit Solutions for the past five years and they have been very helpful in providing both consulting and administration support for a number of our nonqualified programs.  They deliver timely and thorough information on our plans and the level of service is exceptional.
    Mark R. O’Connell, President & CEO
    Avidia Bank