Van Epps LLC
Bank Owned Life Insurance
Providing Insurance Advisory & Administration Services
for over three decades,
Van Epps has been providing unparalleled expertise in the placement, acquisition, and ongoing management of institutional life insurance products designed for leading banks.
How we Serve Our Clients
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Financial Reporting & Policy Administration
We provide Client Side Advisory and BOLI administrative services to financial institutions.
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Insurance Advisory & Placement
We have been advising clients and providing placement of BOLI programs for banks since 1995.
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COMPLIANCE & RISK MANAGEMENT
We assist our clients in developing documented processes to meet internal and external regulatory requirements.
Our Goal
Risk assessment and risk management are vital components of an effective BOLI program. Monitoring BOLI risks on an ongoing basis is important.
(OCC-04-56 Guidance)
Van Epps LLC has identified key risks and monitors them closely to avoid potential negative financial reporting.
ABOUT US
Providing advisory services Since 1994
Van Epps LLC - Your Premier Partner in Client-Centric Advisory Services.
Van Epps provides placement and administrative services for separate, hybrid, and general account Bank Owned Life Insurance (BOLI). We were built on the foundation of creative and initiated solutions, demonstrable long-term results, and consistent client service.
Our comprehensive offerings encompass pre-purchase assessments, regulatory compliance guidance, execution, continuous administration, and proactive risk management.
