​​​About BOLItracker ™

 BOLItracker™ is a proprietary database of information developed, owned and maintained by COLI Consulting Group LLC (CCG) and BOLI Solutions Group (BSG).   It was developed over a period of 6 years and 17,000 man hours using technology, actuaries and financial analyst to gather and analyze financial information concerning BOLI holdings.

The primary sources of data are the Call and Thrift Financial Reports filed quarterly with the FDIC supplemented with annual reports, SEC filings and information obtained directly from banks, insurance carriers and vendors. Confidential information obtained from non-public sources is used to prepare summary-level reports only and is not disclosed in detailed-level reports.

Information in the database is updated each quarter as new financial information becomes available.

Sophisticated analytical tools are used to track new BOLI purchases, surrenders, deaths and returns which are then used to develop appropriate benchmarks for peer group comparisons.