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BOLI PORTFOLIO SOLUTIONS
Equias Alliance, LLC
| Market Profile | Program Benefits | Program Contacts |
Other Endorsed Solutions from Equias Alliance:
| Executive & Director Benefits Consulting |
| Administration of BOLI and Executive & Director Nonqualified Benefit Plans |
| Risk Assessment Review of BOLI and Executive & Director Benefit Plans |
FREE BOLI Webinar, May 24, 2:00-3:00 p.m. ET!
BOLI: Continuing Market Demand/Decreasing Carrier Availability |
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Perhaps now more than ever, bankers are challenged with relentless earnings pressure due to margin compression accentuated by reinvestment alternatives in this low-rate environment, compounded by the lack of high-quality, fairly priced loans. Even the most experienced and strategic bankers seek clarity on how best to deploy excess capital and activate stationary federal funds. Unfortunately, there are no "silver bullet" fixes to these earnings pressures. There is, however, one possible step a bank can take today to improve its financial results.
Attend this Webinar and gain a better understanding of:
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The current market dynamics of BOLI
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How to evaluate the effectiveness of your current BOLI program
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How to optimize the use of BOLI to improve bank profitability
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Considerations that influence when to make an additional BOLI purchase--Is now the right time?
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Regulatory requirements and the due diligence process for BOLI
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How banks use BOLI to recover employee benefit costs and manage rising health care costs
Register TODAY. |
Bank-owned life insurance (BOLI) is a compelling and prevalent tool for banks to offset the rising cost of employee benefits. Programs from Equias Alliance can help banks restore existing retirement program shortfalls and offset the costs of medical, group life and other employee benefits. BOLI may also be used to offset and recover the cost of supplemental retirement income plans and/or provide supplemental life insurance benefits to bank officers or directors.
The Equias Alliance BOLI consultants and team members are industry professionals, whose guidance has for many years assisted banks of all sizes with designing, implementing and monitoring BOLI and executive and director nonqualified benefit plans. They will help you evaluate product design options, explore applicable banking regulations and applicable tax law, and develop a portfolio that best suits your investment philosophy. In addition, Equias Alliance is available to help you review, assess, document and make changes, if appropriate, to your existing BOLI program, whether that program was designed by Equias Alliance or another vendor.
MARKET PROFILE
Financial institutions of any size seeking a superior BOLI product and/or nonqualified benefit plan administration.
PROGRAM BENEFITS
- Provides informal financing of employee benefit programs
- Can balance long-term benefit costs with long-term earnings
- May provide asset diversification and stable revenue from non-loan sources
- High credit quality of insurance carriers
- Experienced team of BOLI consultants and team members providing strong technical and compliance support
PROGRAM CONTACTS
Equias Alliance, LLC
8000 Centerview Parkway, Suite 525
Memphis, TN 38018
Contact: David Shoemaker, CPA/PFS, CFP, President
(901) 754-4924
E-mail: dshoemaker@equiasalliance.com
Web site: www.equiasalliance.com
David Shoemaker is a registered representative of and securities are offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance, LLC is independent of ProEquities, Inc.
CAB CONTACT PERSON
Monica Condon Tel: (202) 663-5475
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