by Feminella, Amy | Jul 11, 2021 | Bank advisors, Compensation Advisors
When it comes to life insurance, the myriad of options available can be overwhelming. But has your bank considered the benefits of utilizing bank-owned life insurance? According to research, bank-owned life insurance (BOLI) is a strategy that more than 75% of banks...
by Feminella, Amy | Jul 11, 2021 | Credit Union Advisors
Our client was introduced to Newcleus by a mutual strategic affiliate. Initially, our client was looking to offset benefit expenses in general. In order to do so, they theorized that they could use investment authority available under FCUA. Prior to meeting with us,...
by Feminella, Amy | Feb 17, 2021 | Bank advisors, Compensation Advisors, Insights, Stream
Newcleus BOLI Index for 2021Q1 The Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Here is the Newcleus BOLI Index for 2021Q1. Through our extensive work with client banks and financial...
by Feminella, Amy | Feb 17, 2021 | Bank advisors, Compensation Advisors, Insights, Stream
2020Q4 NEWCLEUS BOLI INDEX The 2020Q4 Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Through our extensive work with client banks and financial institutions, we’ve gained the needed insight to...
by Feminella, Amy | Oct 1, 2020 | Bank advisors, Compensation Advisors, Insights, Stream
NEWCLEUS BOLI INDEX The Newcleus Bank Owned Life Insurance Index (NBI) is intended to offer the user a “snapshot” of the current BOLI marketplace. Through our extensive work with client banks and financial institutions, we’ve gained the needed insight to provide a...
