Marsh, Jeffrey S, AGT
BOLI Strategic Partners, founded by Peter Dinardi and Jeff Marsh in 2013, specializes in providing bank-owned life insurance (BOLI) solutions for community banks across the United States. With over 50 years of combined experience in the insurance and financial services sectors, the co-founders leverage their extensive expertise to help clients manage employee benefit expenses.
The organization represents several major insurance companies, offering a range of products and services tailored to the unique needs of financial institutions. BOLI Strategic Partners is dedicated to delivering practical solutions while ensuring compliance with relevant regulations, although it does not offer tax, legal, or accounting advice.
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