Artisan Unfiltered: BOLI Tips from a Real Pro
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Artisan Unfiltered: BOLI Tips from a Real Pro
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When is the last time you did a thorough evaluation of BOLI as an asset? If your answer is on a scale of “I don’t know to ‘What’s BOLI?’” you need to listen to this podcast. We brought in Scott Richardson – longtime friend of Artisan and THE expert in all things BOLI - to tell you everything you need to know about this high-performing asset.
We’ve known Scott for a long time and his expertise in BOLI is unparalleled. He rose rapidly through the ranks in both the financial services and life insurance industries, where he amassed a wealth of expertise during the first half of his 30+ year career. He created solid relationships with bank regulatory agencies and was integral in the development of customized benefit plans and BOLI placements for hundreds of banks across the country. This unique background has equipped Scott with the capabilities of providing clients with sound wisdom in the design and legal aspects of compensation, non-qualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plans.