Business Details
Trusted BOLI/COLI Consulting for Financial Institutions
Boli Group is a specialized benefit expense management company dedicated to providing innovative insurance solutions for financial institutions. Our expertise centers on Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI), which we utilize to create alternative revenue streams that offset employee benefit costs. With a leadership team possessing deep industry knowledge, we offer tailored programs incorporating peer market data, risk analysis, and financial benchmarking.Our independence ensures unbiased advice aligned with client interests, while compliance with New York Department of Financial Services cybersecurity regulations underscores our commitment to security. We deliver turn-key solutions that minimize client operational strain through dedicated support and direct product management liaison services.
Services
BOLI Consulting
COLI Programs
Risk Analysis
Peer Benchmarking
Financial Strategy
Highlights and features
- We have class-leading experts in financial institution benefit strategies
- Our team provides peer market data and risk analysis integration
- We offer NY DFS cybersecurity regulation compliant solutions
- We deliver turn-key programs with dedicated product support
- Our independence ensures unbiased, client-focused recommendations
Services
BOLI Consulting
Our BOLI consulting services help financial institutions implement strategic life insurance programs that create stable revenue streams. We analyze current benefit structures and market conditions to design customized solutions that enhance financial resilience. Our approach ensures compliance while maximizing returns on single premium investments.
COLI Programs
We develop COLI programs tailored to corporate benefit needs, providing alternative asset strategies that offset long-term liabilities. Our solutions incorporate risk assessment and market benchmarking to optimize policy performance. These programs deliver consistent returns while maintaining regulatory compliance for diverse institutional portfolios.
Risk Analysis
Our comprehensive risk analysis evaluates credit, interest rate, and liquidity exposures within insurance programs. We use advanced modeling techniques to identify potential vulnerabilities and develop mitigation strategies. This ensures institutional portfolios maintain stability across various economic conditions while achieving financial objectives.
Peer Benchmarking
We provide detailed peer benchmarking that compares institutional performance against industry standards. This analysis identifies competitive positioning and growth opportunities within benefit management strategies. Our data-driven insights help institutions make informed decisions about program optimization and market alignment.
Financial Strategy
Our financial strategy services integrate BOLI/COLI solutions with broader institutional goals, creating cohesive plans that enhance revenue streams. We focus on long-term sustainability through careful planning and adaptive management. These strategies ensure optimal alignment between benefit obligations and asset growth objectives.
People
Luke Pontius
Vice President Accounting
Insurance consulting specialist with expertise in BOLI/COLI accounting frameworks and institutional financial strategy development.
Edward Kilpatrick
Vice President Analytics
Data-driven risk analyst specializing in market benchmarking and predictive modeling for insurance portfolio optimization.
Gavin E. Blaha
Vice President Marketing
Insurance product strategist focused on developing market-responsive BOLI/COLI solutions for evolving financial institutions.
Jaclyn Guthmiller
Vice President Case Management
Operational expert managing policy implementation and client support processes for seamless program execution.
Garrett Blaha
President & COO
Strategic leader overseeing program development and operational excellence in institutional insurance solutions.
Questions
What is BOLI/COLI and how does it benefit financial institutions?
BOLI (Bank Owned Life Insurance) and COLI (Corporate Owned Life Insurance) are alternative asset strategies that generate non-interest income to offset employee benefit costs through single premium life insurance policies.
How does BOLIGroup's consulting process work?
We analyze institutional needs using peer market data, risk assessments, and financial modeling to create customized BOLI/COLI programs that align with specific revenue goals and regulatory requirements.
What types of financial institutions do you serve?
We work with banks, thrifts, savings institutions, insurance companies, and other financial entities seeking optimized benefit expense management solutions across community to commercial sectors.
How does your turn-key solution reduce operational burden?
Our comprehensive service handles policy implementation, ongoing management, and direct product support, allowing clients to focus on core operations while we maintain program efficiency.
What compliance standards do your programs meet?
All programs comply with New York Department of Financial Services cybersecurity regulations (23 NYCRR 500) and incorporate industry-standard risk management practices for institutional security.
Can existing BOLI/COLI holders benefit from your services?
Yes, we help institutions optimize existing portfolios through benchmarking analysis and strategic additions to enhance overall program performance and revenue generation capabilities.
