BOLI programs designed to help you achieve your goals

For over four decades Clark Consulting has been building strong relationships with clients and insurance company partners in the financial services industries. We have created tailored Business-Owned Life Insurance (BOLI) programs for major financial institutions for over 25 years. Clark Consulting’s mission is to offer Insurance Solutions To Optimize Capital and to continue serving the ever-changing life insurance needs of financial institutions.

Clark Consulting has developed long term relationships with approximately 45 percent of the nation’s largest 100 bank BOLI holders in the United States and currently administers $37 billion of BOLI cash values (as of December 31, 2014, bank call reporting).

Clark Consulting has built long-standing business relationships with a select group of insurance carriers to offer client choice in BOLI products. As of January, 2015, our National Service Center in Greensboro, North Carolina administers approximately $80 billion in total face amount of BOLI insurance policies for our major financial institution clients.


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