When is the last time you did a thorough evaluation of BOLI as an asset? If your answer is on a scale of “I don’t know to ‘What’s BOLI?’” you need to listen to this podcast. We brought in Scott Richardson – longtime friend of Artisan and THE expert in all things BOLI - to tell you everything you need to know about this high-performing asset.

We’ve known Scott for a long time and his expertise in BOLI is unparalleled. He rose rapidly through the ranks in both the financial services and life insurance industries, where he amassed a wealth of expertise during the first half of his 30+ year career. He created solid relationships with bank regulatory agencies and was integral in the development of customized benefit plans and BOLI placements for hundreds of banks across the country. This unique background has equipped Scott with the capabilities of providing clients with sound wisdom in the design and legal aspects of compensation, non-qualified benefits, and both bank-owned life insurance (BOLI) and corporate-owned life insurance (COLI) plans.

The newest episode of Artisan Unfiltered is available! Listen now to “Barry Wides on OCC’s New Banking Risk Report: What Bankers Need to Know” to get an insider’s POV on where the banking industry is heading this year. Artisan’s newest Managing Director in our Risk Management practice, Barry joined us after 20 years as Deputy Controller for Community Affairs with the OCC, preceded by posts at FDIC, the Resolution Trust Corporation, and Freddie Mac. Barry’s insightful conversation with Jim Adkins and Jeff Voss is a must-listen.

Jim and Jeff Talk about Bravery and other Key Drivers of M&A in the newest episode of Artisan Unfiltered. When it comes to M&A in a noisy environment, Jim Adkins observed, "It's hard to balance the short-term against your long-term strategy and you might have to be brave sometimes to do that." Listen now.