ENDORSED VENDORS KeyState Travis Holdman 101 Convention Center Dr., Ste. 850 Las Vegas, NV 89109 (702) 598-3738 tholdman@key-state.com key-state.com KeyState is the country’s largest provider of captive management and investment portfolio services to community banks. KeyState offers banks with over $1 billion in assets the opportunity to form a wholly-owned captive insurance company through its Bank Captive Program. A captive insurance company, or a legally licensed limited purpose property and casualty insurance company, can augment a bank’s commercial policies by covering the existing commercial deductible layers, increasing coverage levels on existing policies (excess layers) and identifying other currently unfunded risks to insure where commercial insurance is not available to the bank. Through a captive, banks can improve their enterprise risk management; better manage unfunded risks; formalize a self-insurance program; realize efficiencies and savings related to insurance expenses and loss mitigation; and take advantage of a small business incentive available under a section of the Tax Code. What makes KeyState’s Bank Captive Program different from its competitors? The primary differentiator is KeyState’s deep knowledge and specific expertise working with banks and their regulators in evaluating structures and responding to regulator inquiries. KeyState’s team offers a turnkey product and assists the bank every step along the way. Lee & Mason Financial Services Inc. Lee Lester 1554 Ormsby Station Ct. Louisville, KY 40223 (888) 685-8442 llester@leeandmason.com leeandmason.com Lee & Mason’s key lines of business are blanket lender’s single interest (LSI) or vendors single interest (VSI), gap coverage for auto and leasing, insurance tracking and collateral protection insurance (CPI). For mortgage lending, we offer lender-placed mortgage hazard coverage with or without insurance tracking, flood coverage and blanket mortgage hazard coverage, as well as mortgage impairment protection. Travelers Drew Niermann 1301 E. Collins Blvd., Ste. 111 Richardson, TX 75081 (314) 579-8342 anierman@travelers.com travelers.com Travelers Insurance Companies offer a wide range of insurance products through Travelers SelectOne for community banks. Our products include financial institution bonds, D&O, property & casualty, and errors & omissions. Investment Services Central States Capital Markets LLC Dan Stepp 4200 W. 83rd St., Ste. 101 Prairie Village, KS 66208 (800) 851-6459 dstepp@centralstatescapital.com centralstatescapital.com Central States Capital Markets (CSCM) is an investment management and consulting firm comprised of individuals with an average level of experience of over 30 years. The investment group offers portfolio analysis and consulting, corporate cash management, in-house fixed income trading, and a wide array of fixed income and equity products. As one of the largest municipal underwriters of Kansas debt in the region, CSCM also offers primary municipal issuances and financial advisory services to local communities. FHN Financial Trae Winston 1000 Ridgeway Loop Rd., Ste. 200 Memphis, TN 38120 (800) 456-5460 trae.winston@fhnfinancial.com fhnfinancial.com FHN Financial is an industry leader in fixed income sales, trading and strategies for institutional customers in the U.S. and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $7+ billion, FHN Financial transacts business with approximately 50% of all U.S. banks with portfolios over $100 million. 28 ASSOCIATE MEMBERS
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