Plan Diagnostic: Nonqualified Plans
Designed to provide an objective look at how well your current plan measures up against optimal nonqualified plans.

Funding Diagnostic: BOLI, COLI, IOLI
Designed to provide an objective look at how efficient your current plan measures up; including: tax, fund manager performance and insurance chassis.

Forensic Cost Review: Life, Disability and AD&D
Designed to reduce annual premiums while maintaining current benefit levels.

BOLI/COLI/IOLI Plan Diagnostic is designed to provide an independent and objective review of how well your programs are measuring up against the institutional BOLI/COLI/IOLI marketplace. We analyze the credit risk associated with existing account policies and carriers and ensure that an effective asset-liability management strategy will strengthen shareholder value and meet regulatory guidelines.

Participant Perspective
Plan Sponsor Perspective
Cost Implications
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