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Posts By: David Fritz

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Home ▻ Articles posted by Pat Marget

✎BOLI with Tight Liquidity

Posted August 15th, 2023 by David Fritz & filed under Banking, Executive Benefits.

In this high interest rate environment, the yields on Bank Owned Life Insurance (BOLI) are still attractive. BOLI continues to be desirable and has remained competitive to other bank investments… Read more »

✎Safety and Soundness Review on BOLI

Posted April 20th, 2023 by Pat Marget & filed under Banking.

It is imperative that banks periodically conduct a thorough review of their Bank Owned Life Insurance (BOLI) holdings beyond the information typically provided in an Annual Review by an existing… Read more »

✎VIDEO: Are BOLI Yields Competitive?

Posted September 27th, 2022 by Pat Marget & filed under Banking, Executive Benefits, Uncategorized.

David/Pat, BOLI Yields (canva.com) BOLI yields have remained competitive to other bank investments partly due to the tax-free build-up of BOLI earnings.  The yields on BOLI products have been attractive, and… Read more »

✎Why Own Bank Owned Life Insurance (BOLI)?

Posted April 6th, 2022 by Pat Marget & filed under Banking, Executive Benefits.

Each year, there is an increasing amount of Bank Owned Life Insurance (BOLI) purchased in the United States.  BOLI is life insurance owned by the bank and issued on the… Read more »

✎The Scoop on Section 7702 & How it Affects Life Insurance Values Going Forward

Posted April 7th, 2021 by Pat Marget & filed under Uncategorized.

Internal Revenue Code (IRC) Section 7702 was implemented in 1984, Section 7702A in 1988, and up until recently had remained untouched.  Section 7702 defines the requirements that must be met… Read more »

✎2021 COLA Numbers

Posted November 6th, 2020 by Pat Marget & filed under Advisor, Banking, Executive Benefits, Personal Planning.

The 2021 Cost of Living Adjustments for various qualified retirement plans and other amounts have recently been released by the Internal Revenue Service. The numbers have been updated based on IRS… Read more »

✎The Why for Business Life Insurance

Posted February 17th, 2020 by Pat Marget & filed under Banking, Executive Benefits.

How Life Insurance and Business Succession Go Hand in Hand Life insurance plays a significant part in an individual’s future and financial plan.  Personal life insurance planning protects a family… Read more »

✎Whitepaper: Short-Term & Long-Term Incentive Plans

Posted August 22nd, 2019 by Pat Marget & filed under Advisor, Banking, Executive Benefits.

Nonqualified benefit plans are implemented to recruit, retain and reward key employees.  Properly implemented plans motivate and reward employees to work towards common company goals while retaining employees with a… Read more »

✎EBN Highlights Issues to Address in Succession Planning

Posted May 9th, 2019 by Pat Marget & filed under Advisor, Banking, Executive Benefits.

Considerations in Succession Planning EBN was recently featured in the May/June Issue of Indiana Bankers Association’s magazine, Hoosier Banker, with an article on Succession Planning and the Important Issues to Address…. Read more »

✎Bank Nonqualified Benefit Plan Study

Posted February 28th, 2019 by Pat Marget & filed under Banking, Executive Benefits.

2019 Compilation of Nonqualified Benefit Plans The goal of this study is to provide useful information to the banking community and to reflect common market practices pertaining to Nonqualified Benefit… Read more »

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