We also differentiate ourselves from the
competition by:
- Providing a full service approach to the design, administration and financing of benefit
programs. Many of our competitors only sell product and outsource the administration.
- Making compliance and the due diligence process the highest priority.
- Educating our clients and helping them make fully informed decisions.
- Out-disclosing other providers.
- Providing creative and cost-effective solutions.
- Focusing on a BOLI implementation process that is a benefit driven, needs oriented
process.
- Building an Investment portfolio over time for flexibility, diversification, safety and
soundness.
