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BOLI — An Investment Or Life Insurance?

Bank-owned life insurance (BOLI) is a long-duration accrual asset with no stated maturity date, yet it has a present and future maturity value.


When Interest Rates Rise — What To Expect From Your BOLI Asset

Since 2008, the Federal Reserve has maintained a low interest rate climate to encourage economic growth.


Good Choices for Your Future — How Knowledge Can Play an Important Part in Health

“Your health is your wealth!” — How many times have you heard that? Knowledge certainly affects one’s ability to make good choices.


Qualified Versus Nonqualified Plans

For most employees, qualified retirement plans are a critical component of their retirement savings strategy.


SERPS — One Size Does Not Fit All

Employers have long struggled with the ability to attract, retain and reward key talent.

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