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Corporate-Owned Life Insurance (COLI)
Provide tailored financial strategies with COLI programs that help clients offset nonqualified benefit plan costs.
Bank-Owned Life Insurance (BOLI)
Offer seamless management of BOLI portfolios with a strategy that simplifies compliance and elevates your advisory services.
Insurance Company-Owned Life Insurance (ICOLI)
Optimize insurance portfolios to help clients balance risk and return while positioning your practice as a strategic resource.
Credit Union-Owned Life Insurance (CUOLI)
Support credit union clients with CUOLI programs that align with their financial goals and operational needs.
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Tax-advantaged cash-value accumulation
COLI policies allow companies to build financial reserves in a tax-preferred way, offering strategic flexibility.
Tax-free withdrawals and loans
With COLI, companies can access cash value without triggering tax liabilities, ensuring liquidity for evolving needs.
Tax-free death benefits
These policies provide tax-exempt payouts, helping offset costs and ensure long-term financial stability for the organization.
Broad asset class and manager investment options
COLI policies offer access to a diverse range of institutional-grade investment choices, giving companies more control over their financial goals.
Institutional pricing
Your clients can benefit from cost efficiencies that help reduce the overall expense of maintaining these policies.
Guarantee-issue underwriting
Simplify the process for your clients’ employees with streamlined underwriting that ensures a smoother implementation.