BOLI

Bank owned life insurance (BOLI) can be an excellent vehicle for financing the cost of executive benefits and other employee benefit costs at banks and thrifts.  The Todd Organization works closely with financial institutions so that BOLI is part of an effective asset-liability management strategy that strengthens shareholder value, addresses plan participants retirement needs, and meets regulatory guidelines.

For additional information on topics relating to BOLI, visit the links listed below:

• Benefits of BOLI

• Analysis and Plan Design

• Financing Services

• Change-in-Control Expertise

• Our Bank Clients

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• About the Firm
  • Overview
  • Our Mission
  • Our Heritage
  • Leadership Team
• Professional Team
  • Nationwide Offices
• Core Services
  • Executive Benefits
  • BOLI
    • Benefits of BOLI
    • Analysis and Plan Design
    • Financing Services
    • Change-in-Control Expertise
    • Our Bank Clients
  • Corporate Sponsored Benefits
  • Plan Administration
  • Benchmarking Studies