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ABA: The American Bankers Association

NFP Executive Benefits: BOLI Portfolio Solutions


Provider: NFP, an Aon Company


NFP BOLI Portfolio Solution helps banks improve existing retirement programs and offset the costs of medical, group life and other employee benefits.

A dedicated NFP staff helps banks of all sizes design, implement and monitor BOLI and executive and director nonqualified benefit plans. They assist banks in evaluating product design, explore applicable bank regulations and tax treatment and develop a portfolio that suits the bank's investment philosophy.

New Enhanced Web-Based BOLI Administration Platform, NFP Connect

NFP announces its newly web-based platform, NFP Connect which allows bankers immediate access to documents needed for BOLI administration. NFP Connect enables easy to use analytical tools and data-interpretation dashboards that financial institutions can utilize in real time for the ongoing monitoring and due diligence of Bank Owned Life Insurance programs. The platform utilizes industry standard algorithms that encrypts sensitive data providing greater data privacy and protection. Learn more

Banker Review

“Peapack-Gladstone Bank has been working with David Shoemaker, consultant with NFP Executive Benefits’ since 2001 and considers the NFP EB team to be trusted advisors. They have been outstanding in making sure our BOLI and benefit plans are beneficial to the Bank and are in line with regulatory guidance. We value our collaborative relationship highly.”

Jeffrey J. Carfora, Senior Executive Vice President, Chief Financial Officer, Peapack-Gladstone Bank, Bedminster, NJ

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  • Provides informal financing of employee benefit programs
  • Balances long-term benefit costs with long-term earnings
  • Offers asset diversification and stable revenue from non-loan sources
  • Offers insurance carriers high-quality credit ratings
  • Provides a team of BOLI consultants for technical and compliance support



Introducing NFP Connect


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Our Due Diligence Process

ABA-endorsed products and services are evaluated by industry experts and bankers. Learn more about our due diligence process.

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