Elevate your advisory services with our tailored BOLI investment strategy, empowering you to provide institutional insurance expertise and offer seamless management of BOLI portfolios while addressing the intricate tax and regulatory nuances.
Help your clients, including bank executives, secure impactful benefits with this innovative approach to financial planning.
Newport, an Ascensus company, empowers advisors by offering a comprehensive suite of BOLI services designed to enhance client satisfaction and streamline program management. With a team of 75+ seasoned professionals managing over $59 billion in BOLI cash value and more than 196,000 policies* sourced from leading life insurance companies, you gain access to unparalleled expertise.
Our support spans the entire BOLI lifecycle, including pre-purchase due diligence, tailored product selection, seamless implementation, detailed administrative reporting, and efficient death claim processing—ensuring you can deliver exceptional value and confidence to your clients.
*Based on cash surrender value, as of March 31, 2025
Bank-Owned Life Insurance (BOLI) offers a powerful way to offset rising employee benefit costs while supporting long-term, tax-efficient financial growth. Compared to other funding options, BOLI is both efficient and aligned with established banking practices.
By recommending a well-designed BOLI program, you can help clients access attractive returns through cash-value growth and tax-advantaged insurance proceeds—while reinforcing your role as a forward-thinking advisor.
When discussing BOLI, highlight the full range of services available:
Need more information about our BOLI program? Advisor Central is full of helpful resources on this and other topics for advisors like you.
Expand my practice · Article
Help clients maximize the effectiveness of their bank-owned life insurance (BOLI) programs with these six best practices. Learn how to structure a BOLI program, understand regulatory and tax rules, review due diligence procedures, verify credit quality, monitor market conditions, and find a comprehensive provider.
Expand my practice · Article
With high interest rates persisting over the past few years, it's crucial for advisors to review and enhance clients' Bank-Owned Life Insurance (BOLI) policies to improve performance, credit, and risk-weight characteristics. Learn two proven strategies to help your clients optimize their BOLI portfolios.
Expand my practice · Article
Learn how BOLI programs can help clients offset employee benefit expenses, achieve higher returns, and improve credit characteristics, and discover how partnering with an expert in institutional insurances can help you navigate the complexities of BOLI while growing your long-term, sustainable revenue.
