Testimonials


As a trusted name in the industry, we’ve helped hundreds of financial institutions and agents sustain and grow.

Here are just a few.

Financial Institutions

Kahlin Clark, Global Compensation Manager, People’s United Bank, Bridgeport, CT

We began working with Newcleus in 2012. Our decision to consolidate servicing and leverage the expertise of Newcleus and their MINTS reporting platform has proven to be invaluable.

Partnering with Newcleus ensures that we have the expertise and resources needed to effectively manage our programs while all of our current and past reporting resources and documents are efficiently and easily managed on MINTS.

Newcleus provides us with dedicated personnel and systems that provide comprehensive and reliable servicing so that all of our reporting and regulatory needs are met.

As we have acquired banks, we have also acquired multiple BOLI and Benefit programs and multiple service providers. There is a continued need to combine and streamline our ongoing servicing and administration needs within Newcleus’s MINTS platform. The smoothest BOLI acquisitions have been the bank’s that were already using Newcleus to manage their BOLI programs.


John Holt Jr, Chairman, President & CEO NexBank SSB, Dallas TX

I’ve worked with David Soto and his team at Newcleus (Legacy Meyer-Chatfield) for a number of years now. We selected them based on their ability to provide us with a unique BOLI product and investment strategy not available anywhere else. The product solutions they developed exclusively for us allowed us to achieve our goals and take advantage of the tax treatment afforded life insurance.

Companies We Power

Steve Goldberg, BFS Group, Regional Managing Director

Newcleus is a superior organization that truly understands the human aspect of this business. Coupling that with the state-of-the-art, and ever evolving technology affords our joint clients the optimal administration and servicing experience. Newcleus always supports us in providing the best possible options for our clients, from our front-end plan design to their post-sale MINTS administration system. Our relationship brings the best platform and client service to the marketplace.

Above all, Newcleus MINTS is an incredibly easy to use platform, that provides all ongoing reporting and regulatory compliance, which I believe enhances the client experience more than any other firm.

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