The unprecedented financial upheaval since 2007 has caused widespread damage to the balance sheets of financial institutions worldwide.  For banks and corporations in the US that hold cash value life insurance, there has never been a more critical moment to examine these assets.  BOLI/COLI plans were acquired in a totally different environment, and the changes to the landscape need to be assessed.  Assumptions that were reasonable then may not be reasonable now.  Specialized knowledge is crucial.

Effron Burke Associates, LLC brings the right team together at the right time.  Some of our associates have worked extensively in banking and corporate treasury operations, while others have been industry leaders in the development and distribution of insurance products for banks and corporations.  We bring deep insight from both sides of the table to enable our clients to understand what they have and what to do going forward.