About Our Firm
BoliColi.com is an independent firm offering Executive and Director Benefit Services. We work closely with clients and their advisors to define their objectives, identify the best products to fit their needs, and manage their Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios over the long term.
With years of experience working with public and private companies and long term relationships with leading life insurance companies, BoliColi.com is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients.
Executive & Director Benefits
Increasingly, corporations are using executive and director benefit programs to attract, reward, and retain key executives and directors.
Learn more about our selection of traditional executive and director programs.
Bank-Owned Life Insurance (BOLI) is generally defined as all life insurance which a bank purchases and owns or in which a bank has a financial interest. BOLI is used as a tax efficient method for offsetting the costs of employee benefit programs.
Tax Exempt Entities
Benefits play a large role in the executive compensation programs of many tax-exempt organizations. Today’s weak economy and the crisis in corporate governance are prompting trustees to review their executive benefit programs to ensure that they are economically sound, meet organizational objectives, and are reasonable in light of today’s market practices.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability.
Our customized peer analysis includes Loan / Deposit Ratio, ROAA, ROAE, Net Interest Margin, Efficiency Ratio, Non-Interest Income, BOLI Holdings as well as other key performance drivers.
Year 1 cash-on-cash yield
LIVE WEBINAR: Excise Tax and IRC 4960 Rules – What Every Credit Union Executive Needs to Know
BoliColi.com is teaming up with Luse Gorman PC to address recent tax reform and its impact on the credit union industry. Join John Gagnon and Jeff Cardone on September 11, 2018 at 1:30 PM (EST) for a 45-minute educational webinar to get prepared for Excise Tax and IRC 4960 Rules and equipped with mitigating strategies.
The Power of M
As a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefits firms, our clients benefit from a balance of independence and M Financial’s significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection, at lower costs and ongoing service for our existing clients.