BOLI Portfolio Solutions - Equias Alliance, LLC

Bank-owned life insurance (BOLI) is a compelling and prevalent tool for banks to offset the rising cost of employee benefits. Programs from Equias Alliance can help banks restore existing retirement program shortfalls and offset the costs of medical, group life and other employee benefits. BOLI may also be used to offset and recover the cost of supplemental retirement income plans and/or provide supplemental life insurance benefits to bank officers or directors.

The Equias Alliance BOLI consultants and team members are industry professionals, whose guidance has for many years assisted banks of all sizes with designing, implementing and monitoring BOLI and executive and director nonqualified benefit plans. They will help you evaluate product design options, explore applicable banking regulations and applicable tax law, and develop a portfolio that best suits your investment philosophy. In addition, Equias Alliance is available to help you review, assess, document and make changes, if appropriate, to your existing BOLI program, whether that program was designed by Equias Alliance or another vendor.  

Market Profile: ​​Financial institutions of any size seeking a superior BOLI product and/or nonqualified benefit plan administration.


 Program Benefits

  • Provides informal financing of employee benefit programs
  • Can balance long-term benefit costs with long-term earnings
  • May provide asset diversification and stable revenue from non-loan sources
  • High credit quality of insurance carriers
  • Experienced team of BOLI consultants and team members providing strong technical and compliance support 

Questions? Please contact Jackie Lucas for more information.


 Before We Recommend, We Research



"Equias Alliance combined their professional resources with a tailored BOLI plan that has worked very well for us. One of the most important things is the continued support that Trey Deupree and his staff have provided. They have been outstanding in making sure our team and examiners understood BOLI and its value to the bank."

-Gregg Vandaveer
President and CEO
Sooner State Bank, Tuttle, OK

 Program Contacts


ABA Contact

Helen Sullivan
(202) 663-5167

Equias Alliance, LLC

Contact: David Shoemaker, CPA/PFS, CFP, President
8000 Centerview Parkway,
Suite 525
Memphis, TN 38018Web site:

David Shoemaker is a registered representative of and securities are offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Equias Alliance, LLC is independent of ProEquities, Inc.

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