Pub. 5 2017 Directory
6 Endorsed Products ABA Insurance Services Inc. 5910 Landerbrook Drive, Suite 100 Mayfield Heights, OH 44124 Richard Flenner Phone: (800) 274-5222 rflenner@abais.com www.abais.com UBA Endorsed Program. With a 23% marketshare nationwide, ABA Insurance Services provides D&O, bond and P&C related insurance to community banks across the country. For 26 years, this unique bank-owned and banker-directed program has been recognized for underwriting and claims handling expertise. A distribution to participating banks has been declared for 23 con- secutive years from the program reinsurer, totaling $77.9 million. For more information, visit abais. com or Twitter@ABAInsSvcs. Bank Trends 979 East 800 South Salt Lake City, UT 84102 Michael Stinson Phone: (877) 717-6743 michael@bank-trends.com www.bank-trends.com Bank Trends is a Web-based software application designed specifically for community bankers that provides in-depth peer group and trend analysis using Call Report data. Compliance Alliance 203 West 10th Street Austin, TX 78701 Scott Daugherty Phone: (888) 353-3933 scott@compliancealliance.com www.compliancealliance.com Owned by 25 State Bankers As- sociations, Compliance Alliance provides an all-inclusive compli- ance solution for banks of all sizes. Membership offers three main areas of support including down- loadable documents, a compliance hotline and review services. Com- pliance Alliance members receive unlimited access to all products and services for one annual fee. Visit www.compliancealliance. com for more information about the benefits of a membership with Compliance Alliance. Discover Debit 1301 Mckinney Street, Suite 2500 Houston, TX 77010-3062 Mark Froemke Phone: (605) 336-3409 markfroemke@discover.com www.pulsenetwork.com/dis- coverdebit Discover® Debit offers banks a compelling alternative in signature debit. With superior economics, simplified rules and fee trans- parency, a comprehensive fraud mitigation program and stronger program flexibility, Discover Debit is a direct route to greater profit- ability. Harland Clarke 4867 Harold Gatty Drive Salt Lake City, UT 84116-2815 Michael Kelly Phone: (801) 288-2133 Michael.Kelly@harlandclarke.com www.harlandclarke.com Harland Clarke is a trusted in- dustry leader serving over 14,000 financial institutions with valued products, services and solutions. We offer a suite of direct market- ing services, employee training and development services, checks and related services, delivery and anti-fraud products, contact center services, and software solutions. Harland Clarke has a strategy focused on development and deployment of quality-driven, client-focused solutions that will make a significant and measurable impact on your customer relation- ships and client profitability. As the Utah Bankers Association en- dorsed provider for check printing, Harland Clarke is committed to providing you and your customers with the quality and service that you require. KeyState Captive Management, LLC Po Box 50102 Henderson, NV 89016-0102 www.key-state.com/captive-man- agement.aspx KeyState Captive Manage- ment, LLC, an affiliate of The KeyState Companies, has partnered with the Utah Bankers Association to offer a unique bank captive insur- ance program to Utah banks. The bank captive program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way. KeyState and its affiliates have been working with banks for over 22 years providing Nevada investment subsidiary, portfolio management, and asset liability consulting services. We are pleased to now introduce the bank captive program.
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