Executive Benefits Network

Location: 626 E. Wisconsin Avenue, Suite 1000, Milwaukee, WI 53202
Web site: www.ebn-design.com
Year founded: 2001
Product or service offered: Design, implementation, administration and informal financing of nonqualified executive benefit programs and the procurement of bank owned lLife insurance.
Projected 2007 revenue: $5 million

Leadership team:
R. David Fritz Jr. and Patrick Marget

Target clientele:
Profitable private companies; public corporations; community banks

Business organization memberships:
Association for Advanced Life Underwriting; MMAC; Wisconsin Bankers Assoc.; Community Bankers of WI; Iowa Bankers Association; Missouri Bankers Association; Kansas Bankers Association; Bank Holding Company Associations; IBAW; Society of Financial Services Professionals.

What has fueled your company’s growth?  1. Opening new markets in selected states. 2. Incorporation of additional producers into our network. 3. Quality and performance of products, services, and solutions in our niche markets.

What is the biggest obstacle to your company’s growth?
Potential regulatory changes in our practice areas.

Do you plan any changes in your company in the upcoming months?
Continued development of new territories and growth of our producer network.

Who are the business people, locally or nationally, whom you admire?
And what traits do those people exhibit that make you admire them? Both of our fathers (Richard D. Fritz, M.D., and George Marget, deceased) are tremendous role models and leaders of their respective fields of practice. Their hard work ethics and commitment to their patients and customers made them professionals people could trust and rely on.

What is the outlook for the business conditions of your industry over the next several months? Very positive as corporate profitability continues to be stable. Competition continues to spring up which requires adaptation to maintain our competitive advantage.

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