Broker Check

Implementation Services

  • 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.