BOLI Solutions Group (BSG) has assembled a team of experts with extensive experience in the design, pricing, sale and administration of BOLI products and related nonqualified benefit programs. We have more than 200 years of combined experience that allows us to design and negotiate both new and existing BOLI programs and benefit plans to help banks manage Tier 1 capital and maximize the performance of their BOLI assets.
Full, complete and accurate information along with unbiased advice allows banks to make more effective decisions regarding the purchase and management of their life insurance assets. BSG is committed to providing our clients information and advice to improve the performance and maximize the value of those assets.
The knowledge, experience, expertise, and creative ideas of our representatives are unique and unparalleled by any other firm in the country. We welcome the opportunity to do business with you and are certain that you will not be disappointed.
CHRIS BEAN | Chris is National Director of Client Services for BSG based in Greensboro.
N JAREE TODD, JD | Jaree is the Consultant for BOLI Solutions Group and is based in Greensboro.
MEL G. TODD, FSA, MAAA | Mel is Managing Partner and a licensed representative for BSG.
BOLI Solutions Group (BSG) is committed to helping banks:
BSG and our representatives always work for the best interests of our bank clients.
BOLI Solutions Group (BSG) has licensed a number of commission-based BOLI sales representatives who have access to our proprietary BOLItracker™ database, Bankers’ ExecuChoice program and other services that we offer to banks. In addition, BSG has several consultants willing to provide services on an agreed-upon fee-for-service basis such as:
We will never bill a bank for fees without a previously-executed engagement letter which clearly authorizes any fees to be charged.
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