The brand you know with the system you can trust
Next level software for the next level banker.
Our Valued Services
Provides full access to all information related to your BOLI and supplemental benefit plans.
Social security sweeps, peer group analysis, concentration and lending limit analysis, carrier financials review, review of carrier ratings, and comparative carrier analysis.
Complete support and servicing including general ledger entries for all your non-qualified supplemental benefit plans for the top executives and directors.
BOLI policies, Employee consent forms, carrier annual reports, carrier statements, trust documents, plan legal agreements, plan forms and everything else related to your bank’s plans and policies.
MINTS Provides all of your bank’s reporting needs as well as a fully compliant detailed annual review, executive summary, and board memorandum
The MINTS system is brought to you in partnership with Microsoft. With this relationship, you can expect the highest level of security & customer service with regularly completed SSAE 16 SOC 1 Type II and SOC 2 Type II audits and 99.9% system uptime.
A firm dedicated to the Bank Owned Life Insurance (BOLI) industry and focused exclusively on consulting and servicing community and regional banks. A team that offers over 250 years of combined experience and expertise in the BOLI and Non-Qualified benefit marketplace. The MINT System currently services over 45,000 BOLI policies for over 750 community and regional banks throughout the U.S. with a total of $11B cash surrender value.
People Love To Work With The Newcleus Financial
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Postal Address: 411 South State Street, Newtown Pa 18904