Companies ranging from the world’s largest financial institutions to mid-sized banks entrust us with the management and compliance of their BOLI plans. As our client, you benefit from our industry-leading investment in proprietary systems and an experienced, proven team.
Our track-record speaks for itself.
In an industry where many providers embed their fees within BOLI policies and are bound to specific insurance carriers, we guarantee performance and are 100% independent. As a result, you never have to worry about irrevocably vested compensation for administrative services.
We create the custom reports you need to optimize your BOLI administration. We invite you to learn more about our BOLI Administrative Services: