Your existing BOLI policies may not be in compliance or may not be fulfilling your objectives. We identify current or potential vulnerabilities with respect to your policy performance, including:

  • Lapse risk
  • Endowment tax risk
  • Economic underperformance
  • Counterparty exposures

After our thorough analysis, we recommend new policies and procedures to mitigate your risks.

To learn more about our Vulnerability Analysis, contact us by clicking here.