Executive Benefits Network

LOCATION: 626 E. Wisconsin Ave. Suite 1000, Milwaukee, WI  53202
WEB SITE: www.ebn-design.com
YEAR FOUNDED: 2001
PRODUCT OR SERVICE OFFERED: Design and implementation of nonqualified executive benefit and compensation plans.
PROJECTED 2008 REVENUE: $25 million
LEADERSHIP TEAM: David Fritz, managing partner; and Patrick Marget, managing director.

TARGET CLIENTELE: Community banks, profitable private and public corporations.

BUSINESS ORGANIZATION MEMBERSHIPS: MMAC; Community Bankers of Wisconsin; Wisconsin Bankers Assoc.; Iowa Bankers Assoc.; Illinois Bankers Assoc.; Bank Holding Company Assoc.; and Association for Advanced Life Underwriting.

WHAT HAS FUELED YOUR COMPANY’S GROWTH? Superior products coupled with a reputation of providing outstanding, proactive customer service. As financial representatives of the Northwestern Mutual Financial Network, EBN Producers are able to offer Northwestern Mutual products.

WHAT IS THE BIGGEST OBSTACLE TO YOUR COMPANY’S GROWTH? Potential tax law changes.

DO YOU PLAN ANY CHANGES IN YOUR COMPANY IN THE UPCOMING MONTHS? We are increasing our office space and staff, and we are expanding our marketplace footptint in states like Minnesota, Michigan, Ohio and Washington, D.C. metro market. We are adding an industry leader in estate planning to our team as well.

WHO ARE THE BUSINESS PEOPLE, LOCALLY OR NATIONALLY, WHOM YOU ADMIRE? AND WHAT TRAITS DO THOSE PEOPLE EXHIBIT THAT MAKE YOU ADMIRE THEM? Jack Welch, former CEO of GE. Jack’s philosophy was to keep a constant amount of pressure on his employees to perform at a high level. He required his management team to trim the bottom 10-percent performers in the organization every year. He stressed that his employees had to grow every year professionally to stay with GE.

WHAT IS THE OUTLOOK FOR THE BUSINESS CONDITIONS OF YOUR INDUSTRY OVER THE NEXT SEVERAL MONTHS? Very strong outlook, the only limitations on our business are our own. Potential tax law changes post-election cycle could affect our industry.

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