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Impact of tax reform and rising interest rates on insurer pricing of BOLI
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4/10/2018
When: Tuesday, April 10, 2018
8:00 AM
Where: CBA 4th floor board room
140 east 19tha avenue
Denver 80203
Contact: Mike Bintner
303-825-1575


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60% of the banks in Colorado own some Bank Owned Life Insurance, or BOLI. Will tax reform have any impact on the performance of your bank’s BOLI portfolio? Will insurers change their pricing as a result of tax reform? What impact will rising interest rates have on BOLI products? If you want to get the “inside” scoop from a Fellow of the Society of Actuaries and CFA Charterholder who has experience designing, pricing, and filing BOLI products in all 50 states, then you’ll want to attend the CBA’s meeting on Tuesday, April 10, from 8-9a.m. Rich Bratten CFA, FSA, will pass on his insights from working with multiple BOLI insurance providers and give you some straight talk on the impacts of tax reform and interest rates, and what it means for BOLI.

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