Non-Qualified Plan & Benefits Financing Solutions

An Independent Approach for a Better Return on Investment

The Pentegra Benefits Financing Advantage is a benefit financing tool that uses BOLI to enhance earnings, restore existing retirement program shortfalls, and offset the costs of qualified retirement programs along with health and welfare and group life benefits.

Pentegra is unique among BOLI providers. Because our products and services are diverse in nature, we are not dependent solely upon BOLI revenue to sustain our business. As a result, we can offer pricing advantages that result in a better return on investment.

Our Bank Owned Life Insurance (BOLI) services include:

  • BOLI products from all the top carriers
  • Full transparency of costs and commissions
  • Comprehensive review of benefit and financing objectives, plan analysis, plan design, financing strategies and performance analysis
  • Comprehensive pre-purchase analysis provided through a leading independent third party provider
  • Annual plan review to evaluate plan results and performance
  • Ongoing administration and quarterly reporting to ensure continued compliance