BANK OWNED LIFE INSURANCE

What is BOLI?
For over three decades, banks have utilized bank owned life insurance (BOLI) portfolios as

BOLI Benefits
Bank owned life insurance (BOLI) is designed specifically for the banking industry. It is a

Strategic Advantages
Bank owned life insurance (BOLI) is primarily used to offset new or existing non-qualified benefit
BOLI Planning

Planning Process
We will consult with your banking organization to assist in developing goals and objectives for your bank owned life insurance

Audit Services
For many years banking organizations have utilized bank owned life insurance (BOLI) as a competitive alternative investment
Featured Articles
Impact of BOLI on Bank Tax Returns
With informal funding assets being a part of a banks general balance sheet, taxes produced from the funding asset are a key consideration. The impacts of informal funding plan with a tax advantaged bank owned life insurance (BOLI) asset versus taxable assets can be





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