Bank-Owned Life Insurance (BOLI)

View Samples:

............................................................

BOLI Diagnostic

Separate Account Analysis

Compliance

Asset Management

Administration 
Home » Services » Deferred Compensation and Executive Benefits » Bank-Owned Life Insurance (BOLI)


..............................................................................................................................................................................

HELPING TO GROW CORPORATE CAPITAL FOR AMERICA'S LEADING BANKS

Since its inception in the 1980s, bank-owned life insurance (BOLI) has become an accepted and widely used financial vehicle through which banks all over the country—from the largest money center institutions to community banks—offset the rising costs of employee benefits programs.

In addition, BOLI is an effective financing tool and offers favorable yields through cash accumulation and insurance proceeds. A properly structured BOLI program can be financially efficient, fit within the scope of safe and sound banking practices, and be superior to available on-balance-sheet alternatives.

The Newport Group's bank-owned life insurance programs provide your financial institution with an end-to-end suite of services, from comprehensive consulting to best-in-class administrative services.

Consulting
Newport provides sophisticated consulting services for BOLI programs.
Compliance 
Compliance with regulatory requirements for BOLI can be complex. Newport makes it easier with thorough analysis and documentation.
Asset Management
We provide sophisticated and objective investment advisory services to maximize the potential returns in plan assets and detailed analysis of separate account BOLI fund offerings.
Administration
We offer a robust menu of administrative services tailored to the specific needs of the client and the types of products that the bank holds.
Content Copyright ©2007 The Newport Group. All Rights Reserved.