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Equias Alliance, an NFP Company: BOLI Portfolio Solutions


Equias Alliance"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

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.

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


 

 Solution

 

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. 

Learn more at: www.equiasalliance.com




 
 

 Provider

 

Equias Alliance helps banks achieve their key financial goals, manage benefit liabilities and enhance shareholder value through market-leading knowledge, tailored executive benefit plan design, Bank Owned Life Insurance (BOLI) expertise and BOLI administration solutions.

See more about Equias Alliance




 
 

 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



 
 

 Resources

 
 

 Contacts

 

ABA Contact

Equias Alliance Contact





 
 

 Due Diligence Report

 

Due diligence reports  are currently available on select solutions and for bank members only.
Get Report.
 

 Learn About Endorsed Solutions

 

In a rapidly changing landscape, banks turn to the proven expertise of ABA Endorsed Solutions for the most advanced technologies and products to grow their business, cut costs, and transform the customer experience.

Questions? Please contact Jackie Lucas for more information.