Videos and Webinars

BOLI Opportunities and Market Update 

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.

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services.
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