During a review, the Equias Alliance consultants will
help the bank evaluate product design options, explore applicable
banking regulations, review tax law requirements that apply to BOLI, and
provide recommendations for the BOLI portfolio that best suits the
bank's investment philosophy. In addition, they will review and evaluate
the current executive and director benefit plans to ensure they still
meet the intended goals and objectives.
Equias Alliance is available to help review, assess, document and make
changes, if appropriate, to the existing BOLI program and executive and
director benefit programs, whether they were designed by Equias Alliance
or another vendor.
Learn more at: www.equiasalliance.com