We begin providing services long before any policies are issued. The services are designed to make your BOLI program run smoothly, while also maximizing returns.

Education
We reinforce all of the nuances and implications of the particular program design to your bank’s executives and board members. Particular attention is paid to how the program satisfies the regulatory requirements of various agencies and how the addition of BOLI to your portfolio improves both performance and risk profiles.

Materials
As part of the preparation phase, we prepare and review with you all materials needed to smooth implementation, including enrollment packets, insurance agreements and consent cards.

Customization
We work with you earlier in the preparation phase to identify any customized reporting requirements that you may have. We will visit your office and invite you to visit ours.