BoliColi Joins OneDigital, a leading insurance, financial services and HR consulting firm

Categories: FeaturedNewsletters & Blog

Reading, MA -April 17, 2025– Today, we are excited to announce that BoliColi is teaming up with OneDigital– a leading insurance brokerage, financial services, and HR consulting firm. We are so excited about this partnership because we now have the added strength of a national company that, for over 25 years, has become a thriving consulting firm focused on driving business and individual growth. BoliColi is a part of the next chapter in its legacy. By joining forces, we will be able to offer additional innovative, integrated planning solutions to help businesses and individuals achieve greater financial security and clarity.

Insurance Company Owned Life Insurance (ICOLI) Too Good to Be True?

Categories: InsuranceNewsletters & Blog
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ICOLI offers insurance companies a tax-efficient way to offset employee benefit costs while gaining favorable risk-based capital treatment, but is it really as advantageous as it seems? This article breaks down the mechanics, regulatory treatment, and real-world applications of ICOLI, helping insurers assess whether this strategy is a financial game-changer or just another industry trend.

Q&A: Nonqualified Deferred Compensation (NQDC)

Categories: Executive BenefitsNewsletters & Blog
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NQDC is a supplemental benefit that permits the deferral of earned income to a future date, often aligning with retirement when one’s taxable income is expected to be lower. NQDC provides high-income earners with enhanced savings potential beyond what qualified plans offer. Its flexible structure allows for customization, making it an effective tool for attracting top talent and promoting long-term loyalty and motivation.

Is a Supplemental Executive Retirement Plan the Key to Retaining Top Talent?

Categories: Executive BenefitsNewsletters & Blog
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Recruiting, retaining and motivating vital employees is a constant concern for businesses regardless of the economic and regulatory climate. For business owners and human resource professionals, hiring and retaining quality employees has always been a top priority. The challenge remains as to how to reward key hires in a way that aligns well with the company’s long-term strategic goals.