Bank-Owned Life Insurance, or BOLI, has become the prevalent tool for financing the cost of employee benefits. A diversified BOLI portfolio is an efficient asset/liability management tool, bringing balance sheet advantages that can ultimately enhance earnings per share.
As one of the banking industry's first and largest BOLI vendors, Clark Consulting can provide banks of all sizes with General, Hybrid and Separate Account BOLI products from nearly 20 of the nation’s top insurance our carriers.
From design through implementation, our BOLI consultants will guide you through the process, creating a portfolio that best suits your bank's investment philosophy. Because your BOLI program is a long-term commitment, Clark Consulting offers long-term administrative solutions. Dedicated account teams representing over 100 in-house banking client service professionals, supported by our Technical Resource Group, offer clients and their advisors access to essential administration, as well as updates and information regarding tax and regulatory issues that may impact their BOLI programs.
If it’s time to schedule a BOLI Annual Review as outlined in OCC Bulletin 2004-56, we hope you’ll call on Clark Consulting-the BOLI experts-to help your bank anticipate the risks and optimize the rewards of an effectively administered BOLI program.
Learn more about our BOLI services:
|
