Tom Kosanda
President, CLU, ChFC, MSFS, QPA, CLTC
Fearless, respected and a trailblazer in his field, Tom Kosanda, is a nationally-recognized expert in the design and implementation of bank-owned life insurance plans—a primary financing vehicle for banks with a determination to grow and financial institutions that mean to be taken seriously. Having managed over 1 billion in assets and special banking projects before founding BankersBenefits, he made sure the company offered the kind of compensation and benefits packages big banks get to community banks nationwide. It’s as much an art as it is rocket science, so he assembled a team of financial specialists that excel at it! Bringing to together family and friends in the business to set the stage for success.
Reward for us is seeing plans retain their value so banks can fulfill goals they never thought they could attain.
Tom holds a B.B.A. in Finance with an emphasis on investments and a Masters in Financial Services and Retirement Planning. He has obtained the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. He has also completed the ASPA and QPA actuarial designations from the American Society of Pension Actuaries. Mr. Kosanda is also an avid hiker, taking on the Andes, and recently a 1200 kilometer hike on The Camino de Santiago, among other great pilgrimage hikes that are not for the faint of heart. His vision makes BankersBenefits’ culture one of great competency, reliability and honesty—the essential ingredients to be a trustworthy partner in the growth of companies like yours.