• Products 

• Michael White - Bank Insurance Fee Income Report

• Michael White Bank Annuity Fee Income Report

• MWA Fee Income Ratings Reports

• Equias Alliance / 
  Michael White 
  BOLI Holdings Report

• MWA BOLI Capital Concentration Report

• How to Order

• Order Online

• Mail Order Form

• Pricing Information

• Downloadable BOLI Capital Concentration Report Flyer

• Sample BOLI Capital Concentration Report

• How to know if your institution's BOLI holdings are considered an outlier

• Further Information on 
  Regulatory Requirements:

• Interagency Statement on Purchase and Risk Management of Life Insurance
  SEE PAGES 10-11

• Federal Reserve Board Supervisory Letter on Interagency Statement

• OCC Bulletin 2004-56 
  Subject: Bank-Owned Life Insurance

• FDIC Financial Institution Letter FIL-127-2004

• Michael White - IPI Bank Wealth Management Report

• A Comprehensive Guide to Bank Insurance

• The MWA Compliance Checklist for Nondeposit Investment Sales

• How to Sell Insurance From Banks

BOLI Capital Concentration Report

HOW TO KNOW IF YOUR INSTITUTION'S 
BOLI HOLDINGS MAY BE 
CONSIDERED AN "OUTLIER"
     
When you order a copy of your institution's 
BOLI Capital Concentration Report, if your institution's 
BOLI holdings may be considered an outlier by your 
governing regulatory agency, your 
BOLI Capital Concentration Report will include 
a special written notice to alert you.

Click here to read a sample 
BOLI Capital Concentration Report
"possible outlier alert."

CLICK HERE TO ORDER ONLINE
or
CLICK HERE TO DOWNLOAD
MAIL-IN ORDER FORM

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