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Bank-owned life insurance (BOLI), corporate-owned life insurance (COLI), insurance company-owned life insurance (ICOLI), executive disability, individual retirement income plans, and Flex-Plans are strategic financial tools designed to improve a company’s talent management and bottom line. Our responsive, experienced team of specialists work closely with independent advisors and their clients around the country to develop unbiased strategies to help deliver programs that meet each client’s specific financial objectives.
Related Articles, White Papers, and More
A typical BOLI transaction today would result in a tax equivalent yield in excess of 6% depending on carrier, product type and premium account.
Implications of the 2016 election relative to the taxation of life insurance, particularly the taxation of bank-owned life insurance (BOLI) and corpor...
The interest in insurance company-owned life insurance (ICOLI) has rapidly increased over the last few years as the economic environment has left insu...