Aug 25, 2020
Changes in market rates and bank liquidity positions have created opportunities for new bank-owned life insurance (BOLI) sales.
In this informative webinar, we provide the latest information on year-to-date BOLI transactions, and discuss new opportunities for sales given current market conditions.
In addition, you will hear about topics of interest to your business:
- Implications of COVID-19 on in-force policies and insurance carrier credit
- Opportunities for change relative to in-force separate account policies
- BOLI-specific tax and regulatory update
You can download the slides from the presentation here.