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    Volcker Rule Preserves Bank Owned Life Insurance (BOLI) Exception
    Mezrah Consulting
    • Jan 2, 2014
    • 5 min

    Volcker Rule Preserves Bank Owned Life Insurance (BOLI) Exception

    January 2, 2014 SUMMARY: On December 10, 2013, the Office of the Comptroller of the Currency, Federal Deposit Insurance Corporation,...
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    5690 West Cypress Street, Suite A,
    Tampa, Florida 33607
    Phone: +1.813.367.1111 • Fax: +1.813.433.2488
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    © 2021 Mezrah Consulting. All rights reserved.


    Disclaimer:
    Mezrah Consulting and/or its agents are licensed to sell traditional life insurance in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, NJ, NY, VA, WV. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.


    Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Variable life and annuity products, as well as other securities products, may be sold in the following states: CA, MD. Residents of other states should consult with a local registered representative for securities products.  Please visit Lion Street Financial, LLC to see the Lion Street Financial, LLC Client Relationship Summary. Please visit Lion Street Advisory, LLC to see the Lion Street Advisory, LLC Client Relationship Summary.

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    The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources that we believe to be reliable, but are not guaranteed. Mezrah Consulting does not warrant, guarantee or make any representation, or assume any liability with regard to financial results based on the use of the information in the site.


    The principal place of business and the state of domicile for Mezrah Consulting is: 5690 West Cypress Street, Suite A, Tampa, FL 33607.


    Mezrah Consulting is Independently Owned and Operated. Check the background of this firm and/or investment professional on FINRA's Brokercheck.

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