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MISSION STATEMENT

"To provide financial institution management with the requisite tools to
maintain prudent oversight regarding the purchase, reporting and
risk management of Bank Owned Life Insurance and
the administration of nonqualified executive benefit plans."
•  Pre-Purchase Analysis
•  Independent Risk Management Review
•  Post-Purchase Risk Management

News
09-04-2008 Offices Reopened following Hurricane
09-03-2008 Hurricane Gustav update.
08-29-2008 Office Closures for Gustav
08-26-2008 July 2008 Newsletter Available
08-25-2008 Intermittent Service Issue
07-11-2008 Washington Report 08-61, Court Holds That Employer has the Right to Terminate Top-Hat Plan, Including Split-Dollar Life Insurance Policy, Despite Promises Made to Executive.
Read more...


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Working days remaining to achieve Documentary Compliance
as required by IRC §409A
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