Effron Burke BOLI Review Services

Effron Burke Associates, LLC enters into each client engagement with a complete description of services provided, a defined timetable, and clear deliverables. We provide three distinct suites of services:

For Banks: We perform a complete risk management assessment, compliance audit, and business assessment of the bank-owned life insurance assets and any associated benefit obligations.

For Corporations: We perform a corporate-owned life insurance risk assessment, financial analysis, human resources review, and status review under all applicable law and regulation.

For the Insurance Industry: We provide market analysis and customer surveys to support policyholder understanding and product innovation.

For a detailed description of our consulting services for Banks, click here.

For more information about our consulting services for Corporations click here.

For more information about our consulting services for the Insurance Industry click here.