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January 22, 2009
11:30 a.m. PST
12:30 p.m. MST
1:30 p.m. CST
2:30 p.m. EST

About Clark Consulting

Contact Clark Consulting

National Service Center
2100 Ross Avenue
Suite 2200
Dallas, TX 75201

800.999.3125
www.clarkconsulting.com

Copyright ©2008 Clark Consulting. All rights reserved.

Securities products and services are offered through Clark Securities, Inc. dba CCFS, Inc. in Texas, 2100 Ross Avenue, Suite 2200, Dallas, TX 75201-7906.
Phone: 800.999.3125. Member FINRA and SIPC

Disclosure Statement

A Proactive Approach to BOLI Due Diligence: Keeping the Compliance Wolves at Bay

Minimizing Compliance Risk
How to effectively manage the compliance of a BOLI program

Topics will include:

• Overview of current BOLI regulations (OCC 2004-56)
• Elements of pre- and post-purchase due diligence (annual BOLI review, risk assessment)
• The importance of program administration
• Implications for noncompliance

Watch for your invitation to this teleconference.

Clark Consulting
Strategic Financing and Investment Solutions to the Unfunded Liabilities of Executive and Employee Benefit Obligations

Risk Management • Benefits • Finance • Insurance • Investment • Asset Administration