To ensure that your BOLI program will be most effective, The Todd Organization performs an extensive analysis. If applicable, a preliminary assessment will be made to understand existing executive retirement plans and other obligations financed with BOLI. We will assess what they deliver and why they were installed.
We explore and clarify the company’s philosophy regarding benefits. This often includes management and board interviews to gauge business objectives. We will also review BOLI programs that your peers and competitors have so that this may be factored into the company’s strategy.
Our review and analysis of your existing plans typically will include an assessment of the following:
Based on our experience and knowledge, as well as a thorough understanding of your objectives and financial constraints, we help you determine the BOLI program that best meets your objectives.