By bringing together the best team in the industry, BFS has been able to create value and expertise for our clients that no other firm can match.
BFS is the only company in the industry that is able to represent all of the top mutual insurance companies. No other firm can do that. That means when we design the BOLI portfolio, you get to look at all the products out there. With other companies, you only see the ones they can represent. It’s a strong differentiator between BFS and other companies in the industry, and it’s critical in getting you the plan that’s best for you and your bank.
We have built a staff that includes accountants, regulatory attorneys, investment bankers, bank executives, bank directors and ex-regulators to ensure that every facet of designing your programs whether it is a BOLI purchase, Qualified or a non-qualified plan meets every expectation.