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.