Bank Owned Life Insurance

Bank Owned Life Insurance (BOLI) programs can produce great returns and offset a potential loss of an executive’s services. Our team works with Equias Alliance, LLC to provide an expert look into the varied considerations of a BOLI or non-qualified executive and director benefit plan.

This partnership brings extensive BOLI marketplace experience to the table, along with strong relationships with the majority of BOLI carriers. This business model provides a reliable partner for you to create a plan that’s incredibly beneficial to your institution.