bank owned life insurance

This web site is for sale.

Contact Thomas Harding @ 800-944-7730 for more info.

Bank Owned Life Insurance

Bank Owned Life Insurance is one of today's most effective vehicles for Banks to fund Executive Benefits and manage Tier I Capital just became a lot easier to implement.

A Bank Owned Life Insurance strategy is the most efficient asset management tool available to all financial institutions. Banks earn 2-2.5% more on their Tier I Capital on an ongoing basis, with no investment or regulatory risk.

Most sales reps try and dazzle you with all the technical information on the Bank Owned Life Insurance strategy and the numerous and amazing benefits they provide. But try to take the next step and actually put the plan into motion. You won't find the direct on line help to easily take the next steps.

That's where we come in. This site delivers a welcome relief. We have designed a complete, easy to follow process that will guide you along the path to a complete asset management solution with all the benefits that this strategy will deliver.

We also provide “Action Alerts" on IRS/Treasury guidance and executive benefit legislation. Be sure to check back from time to time and review our ACTION ALERTS page.

Our goals are:

  • To give you an understanding of how and why a Bank Owned Life Insurance strategy will work.
  • Provide a FREE easy to follow initial interview checklist that you can use to generate a customized strategy.
  • Give you access to top professionals that can put the plan into action for you in a cost effective and timely manner.

We can also answer the two biggest questions banks have when it comes to a Bank Owned Life Insurance strategy.

  • What's the maximum amount of Tier I capital that I can put to use under this program?
  • Is there any investment or regulatory risk?

Most people have a very difficult time finding someone to answer those two seemingly simple questions. The answers are clear and straight forward. We are happy to provide you with these answers FREE of cost or obligation, it only takes a few minutes to review your quarterly filings and get your answers. Just give us a call toll free at 800-944-7730.

You will also find an abundance of information on Bank Owned Life Insurance on this site. At any time you can click on the link to additional FREE Information on the Bank Owned Life Insurance Strategy. Complete the online form and we will send you a sample proposal along with an initial interview checklist. If you like, complete the enclosed questionnaire and return it in the envelope provided or by fax for a customized proposal.

We think you'll be amazed when you see what this product can do for you, your institution and the institutions share holders.

Many Executive Compensation Specialists require a financial commitment for this type of detailed custom report. Bank Owned Life Insurance strategies are our specialty. We are happy to offer this valuable service free of cost or obligation. We are here to help, so go ahead and contact us today. You'll be glad you did.


Please Note: The information contained on this site is for educational purposes only, it is not intended to be professional tax or legal advise; consult a tax advisor about your specific situation. We also reserve the right to refuse to generate a proposal or report for any situation we feel is not appropriate for your financial institution.