BOLI Rescue
Tampa, United States (US) · Finance and Banking
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BOLI Rescue is a Tampa, Florida-based asset management firm specializing in the rescue of bank-owned life insurance (BOLI) assets.We help banks and financial institutions unlock the value of their legacy BOLI policies, freeing up capital and generating higher returns for their shareholders.
Overview
We help banks and financial institutions unlock the value of their legacy BOLI policies, freeing up capital and generating higher returns for their shareholders. Our core service focuses on identifying and repositioning underperforming BOLI assets to achieve market-rate yields, without requiring employee consent or the acquisition of new insurance.
BOLI Rescue offers a comprehensive evaluation process, including detailed analysis, manager selection, and strategic distribution planning. We are committed to building strong, trusted relationships with our clients, providing a proactive and responsive approach to BOLI asset management.
Founded in 2018, BOLI Rescue currently operates with a team of two professionals, with offices in both Florida and California, serving clients across the United States. We are dedicated to helping our clients navigate the complexities of BOLI and maximize the potential of their assets.
Contact Details
Tampa, United States (US), 5350 W Kennedy Blvd
+1
Founded
2018
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#bank-owned life insurance
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