18 Shipyard Dr., Suite 3B
Hingham, MA 02043
James McKeone, Senior Managing Principal, [email protected]
Matthew Henebry, Senior Managing Principal, [email protected]
Ian Franke, Managing Director of Business Development, [email protected]
IIG specializes in designing, implementing, and administering Bank Owned Life Insurance (BOLI) solutions and related Non-Qualified Benefit Plans. They are a national firm but have a large focus on banks and financial institutions in the state of New York. IIG’s senior management and experienced staff have decades of experience working with all BOLI product types. With their broad range of insurance carrier relationships, they also have access to the widest array of BOLI products in the market.
IIG helps clients meet all National and NY DFS regulatory needs around purchasing and managing BOLI. This includes BOLI pre-purchase analysis, independent carrier credit analysis, accounting and administrative reporting, benefit enrollment and administration, and BOLI vendor due diligence requirements.
Want more information? Contact our Profit Solutions Division at 1-800-522-5607 or [email protected]