Although there are very few true experts in the field, Bank Owned Life Insurance (BOLI) represents big opportunities for producers across the country. And the first step in any BOLI sales cycle is identifying the bank that will own the life insurance contract.
This BOLI Profile Questionnaire outlines a critical step in determining if the bank in question is a real opportunity for a BOLI case.
Fill out the form below to download our BOLI Profile Questionnaire to access a list of the most frequently asked BOLI questions and to request a BOLI analysis for an actual bank you’re working with.
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