General Administration and Reporting

Our wide-ranging administrative services ensure the ongoing efficacy of your BOLI plans. The following name only a few of the other services we provide in addition to those covered throughout this website.

  • Organize and attend (by telephone or in-person) quarterly meetings to review administrative findings and legislative developments that may impact BOLI plan
  • Timely implementation of policy changes
  • Enforcement of all policy rights
  • Detect and resolve discriminatory or detrimental actions implemented or attempted by carrier(s)
  • Peer Bank Analysis Reports

To learn more about our General Administration and Reporting services, contact us by clicking here.