Several years ago, we had a BOLI program that really was not getting the attention it needed from our prior provider. “John & John” came in and helped us restructure our program improving the yield and cleaned up the compliance shortfalls. Since that time, they have proactively addressed our needs and been extremely responsive to questions as they arise. Both myself and our board are very pleased to have them as a deep knowledgeable resource in this area.
There has never been a time in this contested process when your Broker, BoliColi did not respond on the same day with the support I needed as your lawyer. I am very grateful.
The Independent Community Bankers of America (ICBA), a national trade group representing over 7,000 community banks nationwide, started working with BoliColi in 2009. Our experience has been stellar, and I would strongly recommend BoliColi to any business or company seeking solid, well-crafted retirement solutions for their executives and staff. We have found BoliColi to be very responsive and flexible in meeting our needs. Their systems are easy to understand and use, and their accuracy of reporting is first rate. The depth of their team and knowledge of our industry is unmatched. As the national voice for 7,000 community banks, ICBA is very selective about with whom we do business and we could not have picked a better business partner than BoliColi.
Leominster Credit Union
Care New England
Bank of Canton
Lowell Five Cents Savings Bank
Northern Bank & Trust Company