BOLI (Bank Owned Life Insurance)



Bank-owned life insurance is a tax-advantaged, cost efficient asset that provides the opportunity for higher tax equivalent returns than many bank-eligible investments. For the past three decades, BOLI helps banks offset the rising cost of employee benefits. Let us establish BOLI strategies for your bank and increase earnings while offsetting employee benefit liabilities. We offer the following BOLI portfolio services:

  • Portfolio design and management
  • General account, separate account, and hybrid products
  • Risk assessment
  • Accounting, regulatory, and tax assistance
  • Liquidity and cash flow analysis
  • Peer analysis
  • Concentration of risk and portfolio diversification
  • Performance/ Yield tracking