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BOLI information Request

We provide BOLI portfolio services that are designed to enhance the bank’s earnings. We offer general, hybrid separate account and indexed universal life BOLI products from almost all of the nation’s top BOLI providers. We offer our clients a variety of carriers and a comprehensive range of products to best meet their needs and to help meet regulatory compliance standards.

The consultants at Equias Alliance can also review your current BOLI assets and provide summary of findings and recommendations. In addition, many of our clients request a review of their current non-qualified benefit plans.

We provide our clients with monthly comprehensive BOLI reporting packages, annual risk assessment reviews, carrier updates and more. We offer individualized support through our Independent Consultants and Client Relationship Managers.

We know you have questions about BOLI and how it could benefit your organization. Please fill out the form below and one of our consultants will contact you.