Executive Benefits and BOLI Overview

Tuesday, March 29, 2022

|

5:00 PM ET

-

8:00 PM ET

Program Description

The FMS Boston Chapter and BoliColi.com will provide an overview of what has been happening in the executive benefit area regarding SERP design approaches, who typically gets these plans, what has changed, how vesting works as well as results from our executive benefits survey from last year. In regard to BOLI we will review 2021 results, carriers active in the market, potential new products being discussed. How we expect rates to react and what you should be looking at when reviewing the bank's BOLI portfolio.

Agenda

    5:00 PM ET - Event Beings

    8:00 PM ET - Event Ends

Location

Embassy Suites

550 Winter Street

Waltham

MA

02451

Thank You to Our Sponsors

PLATINUM SPONSORS

Performance Trust     Paladin     CFGI   

GOLD SPONSORS

COCC     Impact Performance Group 

Cost

  • Non-Member Price:

  • Member Price:

  • Dinner Only Price:

$75

$80

$50