- Represented multiple national health insurers in the development of card-based products for use in conjunction with health benefit plans (HSAs, HRAs, FSAs).
- Counsel to multiple banks in their implementation of BOLI programs (purchases ranging from $40 million to $1-plus billion).
- Represented a national insurance company in one of the first acquisitions of a depository institution by an insurance company under the Gramm-Leach-Bliley Act.
- Phone: +1 202 239 3350
- Email: email@example.com
Businesses utilizing bank-owned life insurance (BOLI) turn to Joe for guidance on purchase, surrender and day-to-day management of the program. He also has a strong command of payment industry regulations and advises clients on compliance with federal and state laws.