BOLI Administration: What Comes Next?

July 21st, 2015

Setting up the right Bank-Owned Life Insurance (BOLI) policy is only part of the story. What happens over the life of the policy is important, too. In this informative video, Jim Calla of Meyer-Chatfield explains how proper maintenance and reporting can make the most of this product.

  • Why is proper BOLI administration an important issue for banks?
  • What are the characteristics of a good BOLI administrator?
jcalla

Jim Calla is a national sales director for Meyer-Chatfield.  A financial industry veteran, he brings over 25 years of executive level sales and marketing expertise to Meyer-Chatfield and Meyer-Chatfield affiliates.