Our Services are designed to assist clients at all stages in the adoption and operation of their Bank-Owned Life Insurance programs and include:

  • Initial assessment
  • Plan design
  • Funding
  • Plan implementation
  • Ongoing administration coordination with The Pangburn Group

BOLI Strategic Partners has teamed up with The Pangburn Group to provide the expertise and servicing resources to support our clients' Bank-Owned Life Insurance programs. As an independently managed and nationally recognized vendor of BOLI, we work with the majority of major insurance carriers that distribute BOLI products.


Please refer to BOLI Servicing and Administration to review our comprehensive services and administration information. 


Our servicing commitment is for timely and comprehensive responses and solutions, whether by phone, email, or onsite visits.