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Considerations for Separate Account BOLI Owners
Newport Group 
Sept. 16, 2019 "Banks have been using separate account [bank-owned life insurance (BOLI)] as informal offset to employee benefits costs since the late 1990s.... Policyholders unhappy with the current and projected performance of their separate account BOLI performance should consider alternatives including: [1] Investment sub-account reallocation ... [2] Surrender/redeploy ... [3] 1035 Exchange." MORE >> |
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