Legacy bank-owned life insurance (BOLI) policies comprised of predominantly inactive insureds can contain low earnings, high expenses, and high risk weightings. In this session, we’ll explore how such policies can be 1035 exchanged without triggering tax consequences. Join us to learn about how today’s options can provide greater investment flexibility, decreased expenses and capital volatility and increased earnings to benefit your institution.

Key Objectives:

• Review the latest trends in non-core investments, specifically BOLI
• Understand how recent changes provide banks with new options
• Identify potential benefits to optimize your institution’s portfolio

Webinar Details:

Date: July 29, 2026
Time: 11am-12pm

Speakers:
Robert Perry
Principal, Advisory Services
ALM First

Jay Redlingshafer
Partner
Athena CF

Level: Basic
Advanced Preparation: None
Prerequisites: None
Field of Study: Finance
CPE Credit(s): 1
Delivery Method: Group Internet Based
COST: FREE
Topic: M&A

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