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About Clark Consulting

Contact Clark Consulting

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

800.999.3125
www.clarkconsulting.com

Copyright ©2009 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

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BOLI Best Practices: Managing a Portfolio to Finance Your Benefit Liabilities

Mitigating Funding Risk
How to reduce exposure and deliver on promises with strategic benefit
funding

On Tuesday, September 16, experts from Clark Consulting delivered the first key in this risk management series. With no associated cost to attend or travel, this one hour program was a tremendous way to refresh your understanding of the varieties and blends of bank-owned life insurance available, trigger new ideas to effectively manage a portfolio and best of all, relieve concerns over your unfunded or underfunded obligations.

Topics included:

  • Overview of bank-owned life insurance (BOLI) and its funding merits
  • Types of BOLI structures (General, Separate and Hybrid Separate Account) and the characteristics of each
  • Building a portfolio that is consistent with your investment philosophy and risk tolerance
  • Overview of regulatory compliance guidelines and best practices
  • Reviewing the credit and investment risk of your program
  • When to consider changes to your BOLI program
  • The importance of working with the right long-term partner

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


White Paper


A recording of the teleconference and the PowerPoint presentation are available in the password-protected Library. Registered participants received this information by email following the teleconference. If you misplaced this information, contact us at requests@clarkconsulting.com. 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