Our independent approach puts your best interests first
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.
Because our products and services are diverse in nature, we are not dependent solely upon BOLI revenue to sustain our business. This makes us unique among BOLI providers. As a result, we can offer pricing advantages that result in a better return on investment.
Our 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