We will consult with your banking organization to assist in developing goals and objectives for your bank owned life insurance (BOLI) portfolio. The following provides a general outline of the process we will use to assist your organization:
- BOLI Portfolio Feasibility Analysis
- Product Type Selection
- Carrier Selection
- Asset/Investment Selection
- Insurance Structure
- Accounting / Legal Considerations
- Census Enrollment
- Regulatory Documentations
- Implementation
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