COLI/BOLI, IOLI/STOLI – The good, the bad, and the ugly

COLI/BOLI, IOLI/STOLI – The good, the bad, and the ugly Association of Insurance Compliance Professionals 2009 National Meeting Phoenix, Arizona Jim Maxson Tony Roehl

Overview ,[object Object],[object Object],[object Object],[object Object]

What is COLI/BOLI ,[object Object],[object Object],[object Object],[object Object]

What is the Purpose of COLI/BOLI ,[object Object],[object Object],[object Object],[object Object],[object Object]

(Relatively) Recent Developments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

(Relatively) Recent Developments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

(Relatively) Recent Developments ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

What is Stranger-Originated Life Insurance? ,[object Object],[object Object],[object Object]

What Are The Problems With STOLI? ,[object Object],[object Object],[object Object]

What Are The Problems With STOLI? ,[object Object],[object Object]

What Harm Does STOLI Do? ,[object Object],[object Object],[object Object]

Legislative Efforts to Address STOLI ,[object Object],[object Object]

Legislative Efforts to Address STOLI ,[object Object],[object Object],[object Object],[object Object]

Legislative Efforts to Address STOLI ,[object Object],[object Object],[object Object]

The Minnesota Approach ,[object Object],[object Object],[object Object]

The Minnesota Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Rebuttable Presumption of STOLI ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

STOLI Is Difficult To Detect ,[object Object],[object Object],[object Object]

What Can Carriers do About STOLI? ,[object Object],[object Object],[object Object]

STOLI Detection & Elimination ,[object Object],[object Object],[object Object],[object Object]

STOLI Detection & Elimination ,[object Object],[object Object]

[object Object],Thank You Jim Maxson Phone: 404.495.3646 [email_address] Tony Roehl is an Associate in the firm’s Insurance and Reinsurance and Corporate Practices. Mr. Roehl’s principle areas of concentration are insurance regulation and corporate matters involving entities within the insurance industry. Mr. Roehl received his bachelor’s degree from the University of Florida and his law degree from the University of Michigan. Tony Roehl Phone: 404.495.8477 [email_address] http://www.linkedin.com/in/tonyroehl

COLI/BOLI, IOLI/STOLI – The good, the bad, and the ugly

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