Boli Group
BOLI Group is a benefit expense management company based in Rocky River, OH, specializing in Bank Owned Life Insurance (BOLI) and Corporate Owned Life Insurance (COLI) strategies for financial institutions. With a team of class-leading experts, they help clients create independent revenue sources to offset current and future employee benefit costs.
The firm provides professional consulting services, leveraging extensive market data, risk analysis, and competitive products to develop customized solutions that align with their clients' overall objectives. Their independent status allows them to prioritize client interests, ensuring compliance with regulatory requirements while offering ongoing support and guidance.
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