Expertise That Endures.
Service That Simplifies
Why choose The BOLI Group? Because our results speak for themselves.
A record of measurable results and long-standing client relationships sets our firm apart. A reputation built on repeat purchases and complex financial conversions reflects a consistent commitment to a higher standard of service. By combining industry-leading expertise with a multi-generational service model, even the most sophisticated BOLI and ICOLI programs are managed with efficiency, clarity, and precision.
Experience the difference of a solution that doesn't just work today, but lasts for generations.
A better future for your programs.
Our team brings deep industry expertise, disciplined insight, and a commitment to clarity in every client interaction.
These are the professionals who translate complex concepts into confident decisions and uphold the standard of service we are known for.
$10b+
Under Management
30%
Market ShareThe BOLI Group &
our TPA's
120
Over 120 years of combined experience on our team
Redefining what it means to be modern.
A trusted advisor brings clarity, discipline, and long-term stewardship to a specialized and often complex asset class. You should expect objective carrier evaluation, rigorous financial analysis, and a strategy tailored to your organization’s goals, risk tolerance, and executive benefit structure.