Vulnerability Analysis

Your existing BOLI policies may not be in compliance or may not be fulfilling your objectives. We identify current or potential vulnerabilities with respect to your policy performance, including:

  • Lapse risk
  • Endowment tax risk
  • Economic underperformance
  • Counterparty exposures

After our thorough analysis, we recommend new policies and procedures to mitigate your risks.

To learn more about our Vulnerability Analysis, contact us by clicking here.