Executive Benefits
COLI/BOLI/ICOLI
Customized and targeted benefit plans funded through intuitional COLI, BOLI, or ICOLI can be an effective strategy to help companies attract and retain top talent while potentially reducing aspects of corporate risk. Your organization may be able to manage the liability and expense of its benefit plan by utilizing tax-efficient corporate owned life insurance (COLI), bank owned life insurance (BOLI), or insurance company owned life insurance (ICOLI).
How Key Person Life Insurance Can Help Stabilize and Fortify Businesses
March 23, 2023
Simple Answers About Funding Executive Benefits With COLI
October 18, 2022
NQDC Plans When Corporate Taxes Rise
May 04, 2021
Driving Stronger Financial Results with ICOLI
March 24, 2021
Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI
December 11, 2019
Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?
February 22, 2019
BOLI: Bank Owned Life Insurance, the What and the Why
February 12, 2019
What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance
January 30, 2019
COLI and TOLI, Funding Alternatives for Nonqualified Plans
January 24, 2017