Executive Benefits and BOLI Overview

Tuesday, March 29, 2022

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5:00 PM ET

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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

Presenter

John Gagnon

Owner, BoliColi.com

John has almost thirty years of experience in the executive benefits area and bank and corporate-owned life insurance. His experience in the review of the legal, actuarial, and financing of executive benefits and life insurance programs, as well as timeline control and presentation ability to board committees, has been obtained through the completion of hundreds of corporate engagements and board presentations. John is a registered representative with M Holdings Securities, Inc. He is a current member of AALU. John is a member of ABA, ICBA, and various state banking associations as well as The Financial Managers Society. John and his wife Joanne reside in North Andover and Jupiter FL and enjoy, golfing, skiing, riding motorcycles and spending time with their two children.

Location

Embassy Suites

550 Winter Street

Waltham

MA

02451

Credit Hours

Earn up to 1 hour of CPE credit.

  • Level:

  • Prerequisites:

  • Advance Preparation:

  • Field of Study:

  • Instructional Method:

  • Length:

Basic

None

60 Minutes

Economics - Technical

None

Group Live

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For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web: www.nasba.org.

Cost

  • Non-Member Price:

  • Member Price:

$75

$80