Membership Levels

= Gold
= Silver
= Bronze

Vendor Solutions

Click on a category below to see all vendors for a particular product or service.



Address: 13935 Bishops Drive, #200 Travelers
  Brookfield, WI 53005
Contact: Jill Howe
Phone: 262-825-9071
Fax: 866-540-5661
Description: Insurance protection products including: the Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Bankers Professional Liability, Trust Errors and Omissions, Property, Cyber Liability, General Liability, Automobile and Workers Compensation Gold Level Conferernce Sponsor Gold Corporate Member CBW Financial Services Preferred Partner

Executive Benefits Network

Address: 626 E. Wisconsin Avenue, #1000 Executive Benefits Network
  Milwaukee, WI 53202
Contact: David Fritz
Phone: 414-431-9688
Fax: 414-431-9689
Description: Executive Benefits Netowrk (EBN) specializes in the design, administration and informal financing of customized deferred compensation plans and the procurement of Bank Owned Life Insurance (BOLI) programs. EBN offers the highest quality carriers and works to improve investment yields. EBN is the leading industry advisor, helping banks to recruit, reward and retain top talent. BOLI can help offset the costs of nonqualified plans for key employees and/or the costs of existing employee benefits. In addition, BOLI is immediately accretive to earnings and improves non-interest income and shareholder value. EBN can help your bank create a customized plan to attract, retain and reward key executive talent. Please contact EBN today to see how we can improve your financial portfolio.

Community Bankers Financial Services

Address: 2600 Eagan Woods Drive, Ste 200 Community Bankers Financial Services
  Eagan, MN 55121
Contact: Kevin Christians
Phone: 612-720-3199
Fax: 651-687-9387
Description: CBFS is a wholly owned subsidiary of Community Bankers of Wisconsin. CBFS represents the major insurance markets for banks including Travelers, Chubb, Zurich, Progressive, and CAN. Coverage includes bond and D&O, property/casualty, computer crimes, mortgage protection, and flood determination. Kevin Christians, Denise Davis, and Rick McGuigan have been addressing bankers' insurance needs for over a combined 90 years.

West Bend Mutual Insurance Co.

Address: 1900 South 18th Avenue West Bend Mutual Insurance Co.
  West Bend, WI 53095
Contact: Scott Stueber
Phone: 262-334-6588
Fax: 262-338-5171
Description: Discounted home and auto insurance for bank employees. - Silver Level Conference Sponsor, Silver Corporate Member, CBW Financial Services Program Preferred Partner.

Chubb Group of Insurance Co.

Address: 233 S Wacker Drive, Ste 4700 Chubb Group of Insurance Co.
  Chicago, IL 60606
Contact: Matt MacFadyen
Phone: 312-496-1192
Fax: 312-454-4401
Description: Professional Liability Products and Property & Casualty Insurance - Bronze Level Conference Sponsor - Bronze Corporate Member - CBW Financial Services Preferred Partner

Central States Hlth & Life Co.

Address: P.O. Box 339
  Wautoma, WI 54982-0339
Contact: Rob Trzecinski
Phone: 608-577-5551
Fax: 920-787-5923
Description: CSO is a leader in payment protection products (credit insurance and debt cancellation) to financial institutions in Wisconsin and throughout the United States. Loan related insurance products help protect your loan portfolio, your customers, and provide important fee income to your bottom line.

Financial Insurance Admin.

Address: P.O. Box 8063
  Madison, WI 53708
Contact: Thomas Stanek
Phone: 800-241-5518
Fax: 608-241-3282
Description: Financial Insurance Administrators offers a wide array of insurance products, many of which revolve around the lending department, along with the necessary support and training for the bank's personnel.

M3 Insurance

Address: 3113 W. Beltline Hwy
  Madison, WI 53713
Contact: Amy Olson
Phone: 608-288-2739
Fax: 608-273-1725
Description: Founded in 1968, M3 Insurance is Wisconsinís largest privately held commercial insurance agency, providing employee benefits, property & casualty, executive benefits, employer-sponsored retirement plans and personal lines.