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Managing Mortality Costs within COLI/BOLI Programs

Managing Mortality Costs within COLI/BOLI Programs This article provides guidance on when experience ... article includes strategies to minimizing excessive mortality-related costs within these programs. 8/21/2020 ...
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Description: This article provides guidance on when experience rated designs are more suitable for COLI/BOLI programs than other designs. The article includes strategies to minimizing excessive mortality-related costs within these programs.
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- Authors: Matthew Schoen , James Van Etten
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance
Effects of Experience Rating on COLI/BOLI Programs

programs. Look for the second article, “Managing Mortality Costs within COLI/BOLI Programs,” in a future ... describe ways to ascertain exposures to excessive mortality- related costs and how to measure the potential ...
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Description: This article describes the availability of experience rating within COLI and BOLI programs and compares the effects of including or excluding this feature.
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- Authors: James Van Etten, Matthew Schoen
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance

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