AMBFG

Bank Owned Life Insurance (BOLI)

Consistent with Ambassador’s approach of adhering to a holistic approach to providing  balance sheet advisory solutions, we are excited to offer Bank Owned Life Insurance as part of our comprehensive suite of products and services. In that regard it is of paramount importance that we partner with a firm that shares our core business principals of placing the client first, and going above and beyond in offering long-term value and performance enhancing advice. As a client of Ambassador, we recognize the need to continually deliver results for you and are pleased to work with The Galbreath Group (TGG) in providing tailored BOLI solutions. TGG is a leading and skilled provider of BOLI offering the following:

  • Design and implementation of BOLI plans
  • Analysis of current BOLI plans
  • Administration of BOLI plans
  • Strategic planning services
  • Review of compliance issues (OCC, FDIC , state regulators)
  • Design and implementation of non-qualified deferred compensation plans
  • Administration of non-qualified deferred compensation plans
  • Strong relationships with majority of BOLI carriers
  • Strong level of customer service and satisfaction
  • Analysis, education, evaluation, planning, and implementation
  • Utilization of cutting edge technology to create efficiencies in products and administration
  • Transparency of fees
  • Relationship focused rather than transaction focused

We encourage you to evaluate TGG online in assessing your current insurance benefits and BOLI needs. From there, please contact your Ambassador team member to arrange a pro bono follow up with our partners at TGG to begin optimizing BOLI and make the product work efficiently for you.