Boli Group

The BOLI Group stands as a trusted partner for financial institutions across the nation, offering innovative solutions for managing and mitigating employee benefit expenses. We are dedicated to empowering institutions to achieve sustainable financial growth through strategic utilization of Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI).

Our Expertise

With decades of collective experience and deep understanding of the financial landscape, our team offers unparalleled expertise in:

• Market Research & Analysis: We leverage comprehensive data analytics and industry insights to tailor tailored solutions that align with your unique needs and goals.
• Risk Management: We meticulously assess potential credit, interest rate, and liquidity risks associated with BOLI/COLI, ensuring optimal protection for your institution.
• Customization & Implementation: We work collaboratively with you to design a customized program, including product selection, premium financing options, and implementation strategies.
• Ongoing Support: We provide continuous guidance and support throughout the process, ensuring seamless integration of BOLI/COLI into your existing financial framework.

What is BOLI/COLI?

Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) are innovative financial instruments that allow financial institutions to create an independent source of revenue to counterbalance employee benefit expenses. These policies are owned by the institution, with the institution as the premium payer and beneficiary. The primary benefit of BOLI/COLI is the potential for long-term cost recovery of company benefit obligations.

Why Partner with The BOLI Group?

When you partner with The BOLI Group, you gain access to:

• Independent Expertise: We are not beholden to shareholders, allowing us to prioritize your best interests.
• Multi-Generational Leadership: Our leadership team comprises experienced professionals with deep understanding of the financial industry and unwavering commitment to client success.
• Compliance & Security: We adhere to the stringent cybersecurity regulation of the New York Department of Financial Services, ensuring your data is protected.

Empowering Financial Success Through BOLI/COLI

The BOLI Group empowers financial institutions to achieve sustainable growth by leveraging the power of BOLI/COLI. With our guidance and support, you can effectively manage employee benefit expenses, generate additional revenue, and achieve your financial goals.