Broker Check

Post-Purchase/Ongoing Risk Management

Assessing and managing your risk requires an understanding of what you have bought, of today’s regulatory mandates, of the market dynamics and of how your BOLI portfolio integrates with your balance sheet. Through our process, you’ll discover how BOLI is performing for your peers and the industry as a whole and how to fully comply with the Interagency Statement on the Purchase and Risk Management of Life Insurance. Our process will aid you in formulating a BOLI strategy that is consistent with your management objectives.

The specific risks that management should review with its board of directors at least annually include:

  • Liquidity Risk
  • Transaction/Operational Risk
  • Tax and Insurable Interest Implications
  • Reputation Rick
  • Credit Risk
  • Interest Rate Risk
  • Compliance/Legal Risk
  • Price Risk