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BOLI Tracker Over Complementary Report
How We Get Paid

BOLI Solutions Group (BSG) has licensed a number of commission-based BOLI sales representatives who have access to our proprietary BOLItracker™ database, Bankers’ ExecuChoice program and other services that we offer to banks. In addition, BSG has several consultants willing to provide services on an agreed-upon fee-for-service basis such as:
  • Hourly fees (based on pre-approved hourly billing rates)

  • Report fees (for custom or standard reports)

  • Project fees (not to exceed a stated budget), or

  • Success fees.
We will never bill a bank for fees without a previously-executed engagement letter which clearly authorizes any fees to be charged.

 

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