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BOLI Audit

Is Your BOLI Performing up to Expectation?

The importance of an audit...

An audit will identify any nonperforming BOLI assets and evaluate and analyze these policies to potentially consider either a 1035 exchange or a BOLI Rescue. We also perform an extensive due diligence process that involves exploring the most competitive BOLI products available in the marketplace. Areas of our BOLI Audit analysis include:

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Schedule a meeting with Mezrah Consulting to learn more about the BOLI Audit process and deliverables.