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BOLI Portfolio SolutionsClark Consulting
| Executive and Director Benefits Consulting |
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.
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).
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.
Clark Consulting
Monica Condon Tel: (202) 663-5475
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