Executive Benefits
  Deferred Compensation Plans (DCPs)
  Supplemental Executive Retirement Plans (SERPs)

Employee Benefits
  Voluntary Benefits
  Long-Term Disability Plans (LTDs)
  Life Insurance Plans
  Group Life Plus

Institutional Funding
  Bank-Owned Life Insurance (BOLI)
  Corporate-Owned Life Insurance (COLI)
  Insurance-Owned Life Insurance (IOLI)
  Trust-Owned Life Insurance (TOLI)
  Mutual Funds
  Funding of Post Retirement Liabilities


Bank-Owned Life Insurance (BOLI) is institutionally priced life insurance owned by a bank and used to informally fund a wide variety of employee liabilities. It also is used to fund specified benefit obligations, such as DCPs, SERPs and employee death benefit plans. BOLI can take a variety of forms depending on the liabilities being funded, the size of the transaction and the type of bank-eligible investment option(s) desired. VerityPoint has extensive experience designing, implementing and administering plans that are most efficient and transparent for our clients.


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