BOLI Audit
Is Your BOLI Performing up to Expectation?
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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:
