Executive Benefit Strategies LLC 

Bank Owned Life Insurance

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BOLI is a tax advantaged funding vehicle that can help offset the costs of employee, executive and director benefit plans as well as providing valuable life insurance protection, for banks only.

Our Mission

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We strive to design BOLI plans that benefit everyone involved, including the executives, directors, the bank and most importantly, the shareholders. We offer best in class BOLI products, compliance and administration.

Don't forget your directors!

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Give your directors something to get excited about. Ask about the BOLI funded Director Fee Deferral Plan. A director can elect to defer all or a portion of their fees, defer taxes, and earn a very attractive rate of interest. BOLI earnings can offset the cost.

Contact me today to learn more