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Simple Answers About Funding Executive Benefits With COLI

Simple Answers About Funding Executive Benefits With COLI

October 18, 2022
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Choosing a Team for Your Executive Benefits Solutions

Choosing a Team for Your Executive Benefits Solutions

August 11, 2022
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Types of Trusts Used for Paying Benefits Under a Nonqualified Deferred Compensation Plan

Types of Trusts Used for Paying Benefits Under a Nonqualified Deferred Compensation Plan

February 10, 2022
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NQDC Plans When Corporate Taxes Rise

NQDC Plans When Corporate Taxes Rise

May 04, 2021
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Driving Stronger Financial Results with ICOLI

Driving Stronger Financial Results with ICOLI

March 24, 2021
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Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI

Reportable Policy Sales Ruling and the Tax Implications for COLI and BOLI

December 11, 2019
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Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?

Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?

February 22, 2019
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What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

January 30, 2019
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COLI and TOLI, Funding Alternatives for Nonqualified Plans

COLI and TOLI, Funding Alternatives for Nonqualified Plans

January 24, 2017
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COLI / TOLI : A Smarter Strategy for Financing Employee Benefits

COLI / TOLI : A Smarter Strategy for Financing Employee Benefits

January 18, 2017
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OneDigital Insurance, Financial Services and HR Consulting​

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This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Valmark Securities, Inc. (VSI), a member of FINRA and SIPC. Investment advisory services offered through Valmark Advisers, Inc. (VAI), an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI are separate entities from OneDigital.

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