About LPL Financial
Retirement Plan Services
Bank Owned Life Insurance (BOLI)
Corporate Owned Life Insurance (COLI)
NFP Executive Benefits
Educate the company’s decision makers on all aspects pertaining to a BOLI transaction.
Review, advise and help company negotiate with carrier(s) to obtain a satisfactory contract.
Review/process census on proposed insured employees to determine appropriate eligibility, appropriate level of net amount of insurance coverage on each insured, final and appropriate funding levels.
Prepare enrollment materials and forms and conduct enrollment meetings, if needed.
Review all of the procedures necessary to administer the plan.