BOLI Calculator ©

How does Bank Owned Life Insurance affect my bottom line?

Simply plug in the following inputs and see how your bank can increase its bottom line with BOLI.

Amount you would consider replacing from your current taxable investment portfolio into BOLI.

This could be a benchmark, e.g., 10 year treasury or the actual current taxable yield.

Defaults to the amount you entered in current investment.

Current average BOLI yields in the market.

The bank's federal and state combined tax rate.

$26,850.00
Net Income Improvement

Ramsey Partners, LLC has obtained the BOLI yield information from average rates of our BOLI carriers, updated monthly. The information and calculations referenced is a hypothetical illustration and based on a hypothetical rate of return on what a purchase may look like if investing the referenced dollar value in BOLI. It is not a presentation of expected future results and values are not guaranteed. Recommendations should be reviewed with your legal tax and or accounting advisers.