Wealth, trust & insurance
Bank-Owned Life Insurance
Advisory, placement, administration, and monitoring services for life insurance owned by a bank.
Buying context
Why it matters
BOLI is a long-lived asset involving insurer credit, liquidity, accounting, tax, concentration, and employee-notice considerations. Ongoing administration matters after the initial purchase.
Due diligence
Questions to ask
- How does the proposal show insurer, product, general-account, separate-account, and concentration exposures?
- Which assumptions drive projected cash values and income, and how do results change under stress?
- What continuing work covers consent, beneficiary records, carrier monitoring, accounting, and claims?
- How are adviser compensation, surrender charges, replacement risks, and conflicts disclosed?
Alphabetical, not ranked
Company listings
The directory does not yet list vendors in this category. Companies can review the listing terms and contact Bank Data Insights to be considered.
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