In the News

  • June 2023

    The Galbreath Group, a leading provider of Bank and Corporate Owned Life Insurance (BOLI and COLI) and executive retention benefits, is pleased to announce that Jim Calla has joined the firm as Executive Managing Director, Business Development.

  • February 2022

    The Galbreath Group, a leading provider of Bank and Corporate Owned Life Insurance (BOLI and COLI) and executive retention benefits, is pleased to announce that Mike Downey has joined the firm as Senior Managing Director.

  • September 2021

    The Galbreath Group, specialized consultants and advisors in the field of Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI), is pleased to announce its affiliation with Alden Securities, a subsidiary of Alden Investment Group. Founded in 1995.

BOLI Blurb

  • December 2022

    Good morning and Happy Holidays, Included are updated BOLI statistics as of and through the 3rd Quarter Reporting Period.

  • September 2022

    We hope you had an enjoyable and relaxing summer!

  • June 2022

    Good morning, Enclosed are the updated BOLI statistics as of the 1st Quarter 2022 Reporting Period. Total BOLI Cash Value increased another $2.2 Billion during the quarter. General Account BOLI continues to be the product of choice as it contributed $2.1 Billion of the gain.

  • March 2022

    BOLI investment continues to be an asset of choice for many Banks. The 4 th Quarter of 2021 saw a $4.2 Billion increase in total BOLI cash value representing a combination of growth and new investment.

  • December 2021

    The BOLI market remains robust with total cash value across the Bank sector increasing $2.4 Billion over the prior quarter.

  • September 2001

    BOLI investment throughout the banking sector continued its ascent with total policy values increasing a sizeable $4.7 Billion during the quarter. The BOLI market began gaining steam late in the 2nd Quarter of 2020 with no signs of abating any time soon.

  • June 2021

    BOLI interest and investment activity remains robust as has been the directionand trend since the second half of 2020.

  • March 2021

    Total BOLI Cash Surrender Value (CSV) increased by $2.1 Billion compared to the linked quarter through a combination of CSV growth and additional investment purchases. General Account BOLI led the way once again experiencing a pick-up of $1.9 Billion.