Financial Analysis and Forecasting

We provide the financial analysis for your BOLI program that you need for budget forecasting, capital analyses, DFAST and CCAR purposes.

Dodd-Frank Act Stress Test (DFAST), Comprehensive Capital Analysis and Review (CCAR) and Budget Forecasting

  • Stress tests
  • Sensitivity analyses
  • Reporting

Asset/Liability Analysis

We prepare a full financial analysis of the NPV of employee benefit costs and the NPV of projected BOLI plan net cash inflows.

  • Stress tests
  • Financial assumptions
  • Detailed methodology

To learn more about our Financial Analysis & Forecasting services, contact us by clicking here.