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      Financial Institutions & Insurance Companies

      BOLI and iCOLI

      Financial Institutions

      For more than 30 years, we have provided financial services to financial institutions. We specialize in repositioning bank assets into tax-favored structures and in designing, funding, financing, implementing and administering executive benefit plans. 

      What is BOLI?

      BOLI stands for “bank-owned life insurance” and provides financial institutions with a tax-effective way to fund employee benefit programs.
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      BOLI Rescue®

      Free up capital, obtain liquidity and potentially earn higher rates of return.

      Legacy policies leave some banks with all or a portion of their BOLI performing well below acceptable net returns. Start with an analysis of your current BOLI assets, including yields and insurance costs, as well as legacy investment returns to find out if BOLI Rescue is an option for your organization.

      Insurance Companies

      Insurance company-owned life insurance (iCOLI) is an attractive and viable option for insurance companies that want to optimize their risk/return objectives, as well as improve earnings, surplus and financial strength, while also complying with complex insurance regulations.

      What is iCOLI?

      iCOLI is a life insurance asset where the insurance company is the purchaser, beneficiary and owner of policies on the lives of their highly compensated executives. It is usually funded with a single premium payment. iCOLI earnings are income tax free and based on a diversified investment portfolio.
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