Call on Experience to Generate Success

Stories illustrate; success stories persuade. When banks have particular problems or
identify specific goals, they turn to Bank Compensation Group. With practical know-
how, quick thinking and innovative product design, the firm has been able to help a
long list of public and private banks. Here are the success stories to prove it.

Representative Clients

Client

Commercial bank | $2.5 to $5 billion in assets

Situation

This bank wanted to purchase additional BOLI, but only if
it could maximize the bank’s return on capital by insuring a
limited group of employees.

Success

z

Bank Compensation Group figured out a plan to signifi-
cantly drive down the mortality cost, which worked to the
bank’s advantage. Through an innovative design under
guaranteed issue underwriting, the bank was able to include
more younger people in the census and thus reduce the cost
of life insurance.

Representative Clients