Our Services

Producer Group Package

The “Full Access Producer Group Package” provides real-time, online access in the Cloud to the full array of BOLItracker™ products and services including:

Detailed Bank Reports for all banks and multi-bank holding companies including our proprietary BOLI Prospect Rating™. A user-friendly Word interface allows you to select individual banks or other grouping (such as all banks in a particular state) or all 6,600 banks in the country
Peer Group Reports for any or all banks
Marketing Support Materials to be used with mailings, proposals or any other purpose
Reports showing the “best” BOLI prospects in the country
BOLI Purchase Reports
An Excel spreadsheet containing detailed information on every bank (including the BOLI Prospect Rating™, contact information and email addresses)

BOLI Prospect Rating™ (BPR) is a proprietary rating system used by BOLItracker™ to rate BOLI prospects. The rating system was developed using an in-depth statistical analysis of 4,400 separate BOLI purchases to establish multiple weightings within 16 different objective criteria. BPRs are constantly updated for each bank and range between 0 and 100 with 100 being the best possible prospect based on current data.

The subscription price for a “Full Access Producer Group Package” is $3,000 a quarter.

There are no restrictions about how the material is used except the following:

You cannot re-sell any of the material
You cannot share any of the material with insurance carriers, and
You cannot share any of the material with other BOLI Producer Groups.

Insurance Carrier Package

The “Full Access Insurance Carrier Package” provides real-time, online access in the Cloud to the full array of BOLItracker™ products and services. It is intended for life insurance carriers and other parties interested in a comprehensive array of facts, analysis and reports about the BOLI business. BOLItracker™ products are organized and arranged to meet all needs ranging from one-page high-level executive summaries to detailed reports that contain detailed fact-based data. Included in the BOLItracker™ products are the following:

One-Page Quarterly Fact Sheets
BOLI Purchase Reports (quarterly and year-to-date)
Top 100 BOLI holders
5 separate quarterly BOLItracker™ reports:
- Cash Value
- Net Interest Returns
- Purchases
- Remaining Capacity
- Surrenders and Write-downs
Summary table excerpts from the BOLItracker™ reports
Excel spreadsheets containing detailed information on every bank and multi-bank holding company
Detailed Bank Reports for all banks and multi-bank holding companies. A user-friendly Word interface allows you to select individual banks or other grouping (such as all banks in a particular state) or all 6,600 banks in the country. DBRs include current and historical financial information and Texas Ratios to facilitate underwriting

The subscription price for a “Full Access Insurance Carrier Package” is $3,000 a quarter.

Insurance carriers and others who subscribe to the “Full Access Carrier Package” can share all products and services within the company but cannot share with others outside the company without our express written permission.

Price List

Producer Group Package $3,000 per quarter (requires two-year subscription)

Insurance Carrier Package $3,000 per quarter (requires one-year subscription)

Detailed Bank Reports $25 per bank ; $495 per Peer Group set

Peer Group Reports $100 per report (Standard Peer Group)
$200 per report (Custom Peer Group up to 25 banks)

Pre-purchase Analysis $995 and up

Custom Reports Call for quote

* All reports are provided electronically unless otherwise indicated.

Sample Reports

Detailed Bank Reports

A Detailed Bank Report (DBR) is a 2-page report that shows current and historical information about a bank and its BOLI holdings. The “Full Access” subscriptions gives users online access to updated DBRs for all banks and multi-bank holding companies at all times. Other customers can order DBRs directly at a cost of $25 per report or $495 for a complete set of reports on all banks included in a particular Peer Group (see below for a current list of available Peer Groups). All DBRs now contain a BOLI Prospect Rating™ that shows the BPR based on current information. DBRs are continuously updated as new information becomes available. DBRs ordered via the website or directly from us will be sent via email within 2 business days.

Peer Group Reports

Peer Group Reports (PGR) are 6 to 10 page reports that shows a particular bank’s BOLI holding and net returns compared to those of a particular Peer Group (and to the averages of their Peer Group and Industry Group). PGRs are particularly useful in BOLI sales proposals and ongoing administration. They are a great source of objective information for banks. Included in each Peer Group Report are 12-month ending net interest returns for each bank in the Peer Group that holds BOLI cash values.

Sales Support Materials

A package of Sales Support Materials is available for purchase at a cost of $495. This is a subset of materials extracted from the “Full Access” package periodically and made available to individual producers to help with BOLI marketing. Most of the material is in Word format to facilitate insertion into sales proposals. Included in the current package of Sales Support Materials are the following:

BOLI Purchase Report (last quarter)
BOLI Purchase Report (year-to-date)
Historical BOLI net interest return graph compared to 1 and 5 year treasury returns (pre-tax and after-tax for various size banks)
Scatter chart showing BOLI purchase amounts as % of regulatory maximum for first-time purchasers (for various size banks)
One-page BOLI Fact Sheet for the most recent quarter
Selected graphs and charts from the most recent BOLItracker™ reports