Classification Information
Consulting and administration services to plan sponsors such as corporations, banks, insurance companies or other financial institutions related to the design, development, implementation, servicing and management of nonqualified benefit plans established by employer plan sponsors for their employees' financial benefit; insurance consulting services to business entities in the field of bank owned life insurance policies known as BOLI policies and corporate owned life insurance policies known as COLI policies, namely, field underwriting, carrier and policy review and benchmarking, and recordkeeping and policy administration of BOLI and COLI policies.
Insurance and Financial