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If you’re reading this, you likely already understand the basic proposition of investing bank capital in Bank-Owned Life Insurance (BOLI). Clearly, the ability to grow required capital in a tax-free environment in order to subsidize the escalating costs of employee and executive benefits is a compelling proposition.

The most important question for any bank considering an investment in BOLI is this:

In the crowd of BOLI vendors soliciting community banks every week, what makes Capital Strategies Group stand out?
Next: Separate Account BOLI...



Securities offered through registered representatives of FNBB Capital Markets, LLC, Registered Broker/Dealer, Member FINRA and SIPC, located at 600 University Park Place, Suite 380, Birmingham, AL 35209, (205) 262-2522. This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review. For information on the FNBB Business Continuity Plan, please click here. The principal place of business and the state of domicile for Capital Strategies Group is: 850 Shades Creek Drive, Suite 300, Birmingham, Alabama, 35209, (205) 263-2400. Capital Strategies Group is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. Capital Strategies Group is independently owned and operated. Capital Strategies Group and M Financial Group are independent of FNBB Capital Markets, LLC.