Should Banks’ Investment Menus Continue to Feature BOLIs in Light of the 2023 Crisis? (Part III)

This article is the third in a series that will provide the ingredients readers need to gather to reveal whether bank-owned life insurance (BOLI) is right for their bank. Over the series of articles, the authors will review this topic by examining, among other things, the "what," "where," "who," "how," and "why" of BOLI.

Dominick Pizzano (Milliman) and Andrew Dalton (Milliman) both contributed to the development of this publication.

This article was first published in Benefits Law Journal, Spring 2024, Volume 37, Number 1.

This publication is provided for your convenience and does not constitute legal advice. This publication is protected by copyright.