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Practical Solutions for Community Banks

In early 2013, Peter Dinardi and Jeff Marsh founded BOLI Strategic Partners and assumed the BOLI business from NYLEX Benefits, a wholly owned subsidiary of New York Life Insurance Company.  The co-founders of BOLI Strategic Partners have over 50 years combined experience in the insurance and financial services industry.  Peter is the former Executive Vice President and CFO for NYLEX Benefits who was responsible for the operations of the bank owned life insurance unit for the past twelve years. Additionally, Peter is a CPA and also holds an MBA degree.  Jeff has been in the life insurance industry for over 30 years and is a life and qualifying member of the Million Dollar Round Table Top of the Table.  Jeff received both a Bachelors and Masters Degree from the University of Wyoming.  The organization works with clients throughout the United States and represent several major insurance companies that provide bank owned insurance products to help offset employee benefit expenses.


Jeffrey Marsh is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AL, AZ, CO, FL, GA, IA, KS, LA, MI, NC, NE, OH, OK, TX, WI, and WY. No insurance business may be conducted outside the states referenced.

Jeffrey Marsh is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 120 W 22nd Ave, Torrington, WY, 82240, 307-532-4130. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, ID, KS, LA, NE, TX, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

BOLI STRATEGIC PARTNERS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BOLI STRATEGIC PARTNERS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​