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 BOLI Portfolio Solutions

Clark Consulting 

 

Market Profile | Program Benefits | Program Contacts |
 
Another Endorsed Solution from Clark Consulting:

Executive and Director Benefits Consulting | 

 

Review and Renew: How Executive Benefit Plans Can Work Harder in 2010

The 2010 Clark Consulting speaker series presents unique insights into important issues for community bankers. Presented in cooperation with more than 20 state banking associations, this information series will enlighten, and enliven your next discussion regarding executive compensation, and help community banks grow and sustain business by planning ahead for uncertainty, variability and contingency.

The quarterly Webinars are part of a continuing series by Clark Consulting to present contemporary issues and information regarding executive benefit plans.

To participate, please register here

 

Bank-owned life insurance (BOLI) has become the prevalent tool for banks to offset the rising cost of employee benefits. As one of the banking industry's first and largest BOLI providers, Clark Consulting can offer a variety of general, separate and hybrid separate account products from nearly 20 of the nation's top BOLI providers to create a portfolio for any size bank.  In working with your bank, Clark Consulting's team – comprised of a BOLI consultant and other members of Clark Consulting's professional staff – will help you evaluate product design options, understand the applicable banking regulations and tax law requirements that apply to BOLI, and develop a portfolio that best suits your investment philosophy.  In addition, as part of Clark Consulting's seamless approach, your Clark Consulting team will continue to provide ongoing consulting and administrative services over the life of your BOLI program.

 

 

MARKET PROFILE

 

Financial institutions of any size that are seeking a strategic financing solution to offset the current and future costs of employee benefits (e.g., medical, group life, qualified and nonqualified retirement benefits).

 

 

BENEFITS

  • Provides informal financing of employee benefit programs
  • Balances long-term benefit costs with long-term earnings
  • Produces a higher after-tax yield than most bank-eligible investments
  • Provides asset diversification and stable revenue from non-loan source
  • High credit quality of insurance carriers

For over 25 years, Clark Consulting has been an industry leader in providing tailored executive and director benefit programs, strategic financing and related administrative solutions that help financial institutions manage risk, optimize earnings and realize key financial goals.

 


PROGRAM CONTACTS
 

 

Clark Consulting
2100 Ross Avenue, Suite 2200
Dallas, TX  75201-7906
Tel: 800-999-3125
Web Site:
http://www.clarkconsulting.com/


Securities products and services are offered through Clark Securities, Inc. dba CCFS, Inc. in Texas, 2100 Ross Avenue, Suite 2200, Dallas, TX 75201-7906, Phone: 800.999.3125, member FINRA & SIPC. 

 


CAB CONTACT PERSON

 

Monica Condon   Tel: (202) 663-5475