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ALM First Becomes Asset Manager on Zurich Insurance Platform

Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, was recently added as an asset manager on the Zurich Insurance Group’s platform.

Mike Ensweiler

This new relationship will allow ALM First to offer an array of institutional insurance products including: Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI) as well as Stable Value Annuity investment structures.

“We’re pleased to join the Zurich platform as an asset manager,” said Mike Ensweiler, Principal of ALM First. “Our team of experienced professionals has been serving financial depositories’ investment needs for more than a quarter of a century and we look forward to expanding our options to serve even more institutions in the years to come.”

ALM First assists depositories with a full range of investment and balance sheet management solutions including employee benefits pre-funding plans and charitable donation accounts.

Bancorp Services, LLC, Zurich’s institutional insurance structuring partner, served in an important role to onboard ALM First. Jay Redlingshafer, VP at Bancorp Services, leads the relationship and looks forward to collaborating closely with the firm in the future.

For more information, please visit www.almfirst.com.

About ALM First

ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $55 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.

About Zurich

Zurich Insurance Group (Zurich) is a leading multi-line insurer that serves its customers in global and local markets. With about 55,000 employees, it provides a wide range of property and casualty, and life insurance products and services in more than 215 countries and territories. Zurich’s customers include individuals, small businesses, and mid-sized and large companies, as well as multinational corporations. The Group is headquartered in Zurich, Switzerland, where it was founded in 1872. The holding company, Zurich Insurance Group Ltd (ZURN), is listed on the SIX Swiss Exchange and has a level I American Depositary Receipt (ZURVY) program, which is traded over-the-counter on OTCQX. Further information about Zurich is available at www.zurich.com.


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