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As an endorsed provider through the Independent Community Bankers of Minnesota (ICBM), our firm has years of expertise in helping banking institutions maximize the value they offer to their employees and banking customers. We also are associate members of the Iowa Bankers Association (IBA) and represent clients throughout Iowa, helping with their unique needs.

Our proprietary planning solutions can help banks put money towards their bottom line by saving thousands each year on their benefits solutions for their employees and the communities they serve. 

Not to forget the owners, we also have solutions tailor-made to protect ownership interest and transfer the wealth when the opportunity presents itself.

Additional resources about the ICBM can be found at

Additional resources about the IBA can be found at

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