BFS Group

Executive OfficesPennsylvania, United States51-200 Employees

BFS Group is a national firm with a focus on the Bank-Owned Life Insurance (BOLI) industry. Based in Newtown, Pennsylvania, the company operates across multiple offices and serves community banks by designing BOLI transactions tailored to each bank’s characteristics and culture, leveraging broad access to BOLI life insurance carriers and products. Its services encompass education, administration, and regulatory compliance related to BOLI, supported by proprietary software and experienced back-office capabilities, with an emphasis on personal customer service. The organization positions itself within the executive offices sector, providing specialized BOLI and retirement plan support aimed at enhancing bank earnings through appropriate, regulatorily compliant transactions. A recent development noted is leadership changes in October 2014 when a new Chief Administrative Officer joined the firm. The firm outlines a customer-centric approach that combines carrier relationships and back-office expertise to address the financial needs of community banks.

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