Drawing on more than four decades of experience designing and financing executive benefit and BOLI programs, M Benefit Solutions has developed BOLIPRO™, a robust, proprietary administrative website that includes a variety of features designed to help our bank clients meet numerous compliance and reporting requirements.
Through BOLIPRO™, client administrators have access to a plethora of custom information via a secure, password-protected website. Clients also have the option of providing auditors limited access to the information on the site. Important information available through the website includes:
Benefit plan accounting entries (and explanation of methodology)
Annual imputed income
Annual FICA (with explanations)
Cash values (download to Excel or Adobe for ease of reporting)
Yield analysis since inception
Benefit Plan Information
Individual Participant statements
BOLI concentration analysis
Carrier information: ratings, news and financial status
Sample Annual Board Review Memorandum
Annual Compliance Review
Online demonstrations of BOLIPRO™ are available upon request. Email: firstname.lastname@example.org to request a demonstration.