Trusted for Generations.
Designed for the Future.
Single-premium life insurance strategies help institutions offset costs while managing risk. Through detailed financial analysis, market benchmarking, and comprehensive risk oversight, The BOLI Group designs high-performance programs tailored to each institution’s specific financial objectives. With generational ownership and a long-term perspective, The BOLI Group provides stability, continuity, and commitment throughout the life of the investment.
Together, let’s secure your institution’s future through specialized financial solutions designed to last for decades to come.
Our distinctive approach for clients. In action.
The BOLI Group pairs deep BOLI and ICOLI expertise with a personalized approach for every client.
Generational Strength.
Proven Experience.
Always.
We help our clients generate an alternative earning asset to add non-interest income and deploy customized, objective-enhancing programs.
It’s never one
size fits all.
It’s specialized.
We provide consultation that incorporates peer market data, bench-marking, risk (credit, interest rate , liquidity) and financial analysis.