Administrative Services

Accurate, Timely Administration – Guaranteed

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.

  • Administer over $25 billion of BOLI.
  • Achieved over $60 million in NPV cost savings for a single client.
  • Our proprietary CARS™ reconciliation system mirrors transactions processed at the certificate level of five major BOLI carriers.
  • Independently reconciled over 150 million transactions.

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.

Guaranteed Performance

  • Clearly defined service standards and deliverables means that if we don’t perform, we don’t get paid.
  • Fully-disclosed compensation in advance and in writing means you know the real costs of services rendered.

100% Independent

  • We are not captive to any insurance carrier or investment manager, resulting in access to the most competitive market possible.
  • Our compensation is completely unrelated to who you choose as your insurance carriers.

We create the custom reports you need to optimize your BOLI administration.  Our meticulous documentation may enable you to deduct our fees for income tax purposes.  We invite you to learn more about our BOLI Administrative Services: