Who We Are
The BOLI Group is a benefit expense management company for financial institutions. The BOLI Group has class leading experts with significant knowledge of the financial institutions landscape, including market segments, peer knowledge, intra company dynamics, benefit considerations, product options (including their historical evolution), and the regulatory environment. We are independent and therefore not obliged to shareholders. Our multi-generational leadership team does what is in the best interest of our clients. We are compliant with the State of New York Department of Financial Service’s (DFS) cybersecurity regulation (23 NYCRR 500).
Professional Insurance Consulting
Services for Financial Institutions
The BOLI Group specializes in benefits expense management utilizing single premium life insurance (BOLI and COLI) for financial institutions. We provide consultation that incorporates peer market data, benchmarking, risk (credit, interest rate, liquidity), and financial analysis. Employing the most competitive BOLI and COLI products available, The BOLI Group generates customized programs to enhance a company’s overall objectives.
We offer turn-key solutions designed to reduce client bandwidth strain, offering ongoing support, a direct contact for product matters, and serve as plan liaison for service.
