Complimentary Webinar Hosted by Equias Alliance to Focus on BOLI

CBA would like to invite you to participate in a complimentary webinar offered by Equias Alliance, an endorsed CBA strategic partner.

The webinar, Executive Benefit Plans and Bank-Owned Life Insurance (BOLI ) in the New Regulatory Environment, will be held Tuesday, September 26 from 11 a.m. to 12 p.m. Pacific Time.

As a result of recent legislative changes and regulatory proposals, many community bankers have expressed interest in knowing more about the possible impact of these changes on their bank director and executive benefit plans, as well as their BOLI program. This presentation will describe the most common director and executive benefit plans in use today and how they may be affected by recent regulatory changes such as Basel III.

Webinar attendees will gain a better understanding of:

  • The most common director and common executive benefit plans in use today
  • How those benefit plans may be impacted by pending Basel III proposals
  • Whether the Affordable Care Act will have any financial impact on BOLI carriers
  • Whether Basel III will impact bank BOLI programs and, particularly, General Account holdings
  • How the risk assessment process will change

To register, please click here and select “register” at the bottom of the page to access the registration form. Once you have entered your information, please click “submit.” Once the host approves your registration, you will receive a confirmation email message with instructions on how to join the event.

Equias Alliance, LLC, is a team of the most experienced consultants and technical support associates of the former Clark Consulting firm focused in BOLI and executive/director benefit consulting services.

For more information, please contact Stephen Clark, SVP, strategic partners, directly at 916/438-4448 or sclark@calbankers.com.