Contact one of qualified consultants to start your BOLI or benefit plan.

BOLI information Request

We provide BOLI portfolio services that are designed to enhance the bank’s earnings. We offer general, separate and hybrid separate account BOLI products from almost all of the nation’s top BOLI providers. We offer our clients a variety of carriers and a comprehensive range of products to best meet their needs and to help meet regulatory compliance standards.

The consultants at Equias Alliance can also review your current BOLI assets and provide summary of findings and recommendations. In addition, many of our clients request a review of their current non-qualified benefit plans.

We provide our clients with monthly comprehensive BOLI reporting packages, annual risk assessment reviews, carrier updates and more. We offer individualized support through our Independent Consultants and Client Relationship Managers.

We know you have questions about BOLI and how it could benefit your organization. Please fill out the form below and one of our consultants will contact you.

Request More Information

First Name(*)
Last Name(*)
Invalid Input
Email Address(*)
Please let us know your email address.
Your Organization(*)
Invalid Input
Questions or Comments
Please let us know your message.
Invalid Input

Equias News

BOLI Market to Remain Steady in 2018 – Bank Director
Click here to read more

Compensation Strategies to Attract, Retain and Motivate Millennials – BankDirector
Click here to read more

Top 10 Reasons Banks Own BOLI – Joe Schaefer, MBA
Click here to read more

The Value of Customized Deferred Compensation – Bank Director
Click here to read more

More Equias News

Current Events

Bank Director | Acquire or Be Acquired | January 28 - January 30 | Arizona Biltmore Resort, Phoenix, AZ

Ohio Bankers | OBL Economic Summit | February 6 | Greater Columbus Convention Center, Columbus, OH

American Bankers Association | National Conference for Community Bankers | February 25 - February 28 | Hilton Hawaiian Village Waikiki Beach Resort, Honolulu, HI

More Current Events

Insurance services provided by Equias Alliance, LLC, a subsidiary of NFP Corp. Doing business in California as Equias Alliance Insurance Services, LLC (License #0H52337). Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Kestra IS is not affiliated with Equias Alliance LLC, NFP Corp., or any other entity listed herein. Kestra IS does not provide tax or legal advice and is not a Certified Public Accounting (CPA) firm. Not all persons listed on this website are registered with or offer securities through Kestra IS. Only appropriately licensed individuals can offer securities through Kestra IS.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Equias Privacy Policy

butten linkedin

Consultant Login

Copyright ©2016 Equias Alliance. All rights reserved.