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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

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

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

On Wednesday, May 6, for the third of a five-part teleconference series on risk management, experts from Clark Consulting, the nation’s first and leading BOLI vendor, and Eric Kracov, attorney and partner with Kilpatrick Stockton LLP, delivered insight and solutions to help you prepare and respond to the regulatory requirements of bank-owned life insurance programs (BOLI). Whether you currently own BOLI or are considering adding or making changes to your current portfolio, this was a tremendous opportunity to help your bank minimize compliance risk.
Topics included:

• Overview of current BOLI regulations
• Elements of pre- and post-purchase due diligence
• The importance of program administration
• Implications for noncompliance

To read additional resources on this topic, click the White Paper button below.

White Paper

A recording of this teleconference and the PowerPoint presentation are available in the password-protected Library. Contact us at requests@clarkconsulting.com for the username and password. Check back often for new information on this educational series.

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