BOLI / COLI / I-COLI Vendor RFI
We recommend to anyone considering a BOLI purchase, or a change in program administrator, to undergo a competitive RFI process to choose their vendor. We’ve compiled an extensive list of questions posed to us by banks using a BOLI vendor RFI approach in the past. We are making it available to you in the hope that it serves as a foundation for your own vendor RFI. Use those questions that are germane; lose the rest. We are available to help you to further tailor the RFI to compel disclosure of the information essential to meeting your specific needs.