Servicing

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.

Disclosure

Jeffrey Marsh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AR (AR Insurance License #576978), CO, KS, MN, NE, NY, TX, and WY. No insurance business may be conducted outside the states referenced.

Jeffrey Marsh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 120 W 22nd Ave, Torrington, WY, 82240, 307-532-4130. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, ID, KS, LA, NE, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

BOLI STRATEGIC PARTNERS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BOLI STRATEGIC PARTNERS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​