BOLI: From Fundamentals to High Yield Potential
Get more from your BOLI program!
Persistent low interest rates have resulted in some in-force BOLI policies losing the ‘maximum efficiency.’ Learn what this means, and how a simple adjustment can squeeze a few more basis points of yield. Even if your policies are optimized for yield, however, they may be lagging peers. Should you consider a Section 1035 exchange? Review the pluses and minuses of an exchange. Finally, if you’re considering purchasing BOLI and would like more yield than a traditional fixed rate universal life, learn how an indexed crediting rate strategy can offer higher yield potential while preserving book value.
Scott Richardson, JD
President and CEO, IZALE Financial Group
Scott Richardson, continues to be called on as an expert in the financial industry to show how banks and credit unions can maximize their revenue streams, compensate their teams, and create strategic long term investments for the most effective capitalization of assets. After four decades in the financial and insurance industries, he founded IZALE in 2010 to return to a client-center experience and now has multiple offices serving clients nationwide.
Registration to the live session includes:
- One online connection
- CPE credit for registrant
- Permission to reproduce the handouts and other written material for additional attendees at your location
Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.
|| Earn up to 1 hours of CPE credit.
- Level: Basic
- Prerequisites: None
- Advance preparation: None
- Field of Study: Business Management and Organization - Non-Technical
- Instructional Method: Group Internet Based
- Length: 60 minutes
For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.
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