BOLI

BOLI PowerPoint PPT Presentation


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Disclaimer. This presentation is designed to be educational in nature and is not intended to provide tax or legal advice.Consult with your tax advisor and/or legal counsel for suitability for your specific situation. Rates of return assumed in this discussion are hypothetical --as are the related projections implied by these numbers. Rates of return are not guaranteed and are for illustrative purposes only. Projected rates do not reflect the actual or expected performance within any e9458

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BOLI

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Presentation Transcript


1. BOLI

3. Intro

4. Regulations

5. What does BOLI Provide?

6. Tough Questions

7. Purpose

8. Candidate

9. Numbers

10. Returns

11. The Plan

12. Compliance

13. Who offers BOLI?

14. Funding Vehicle

15. Due Diligence

16. Current Clients

17. BOLI

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