BoliColi Office, Reading MA

BoliColi.com

281 Main Street
Reading, MA 01867

John Gagnon: 781.942.5700
John Waters: 781.942.5721

jgagnon@bolicoli.com
jwaters@bolicoli.com

Business Office Hours

Monday – Friday 8AM – 6PM

Saturday & Sunday CLOSED

BoliColi representatives available during normal business hours

See the BoliColi Difference

John Gagnon Explains the BoliColi Difference for Executive Benefits Solutions

Read reviews from our satisfied customers and submit your own.

Read Our Customer Reviews

“We have worked with BoliColi for the past five years and they have been very helpful in providing both consulting and administration support for a number of our nonqualified programs. They deliver timely and thorough information on our plans and the level of service is exceptional.”

– Mark R. O’Connell, President & CEO, Avida Bank

“I have utilized John’s expert services for the past 9 years, now with two different organizations. His work is of the highest caliber in terms of quality and content. He is always responsive, and conducts his business with the utmost professionalism and integrity. I highly recommend him both as an individual and as an expert in what has become a pretty complicated niche of the insurance business.”

– Dennis Keefe, Retired CEO, Care New England

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BoliColi.com is an independent firm located in Reading, MA that offers Executive and Director Benefit
Services. With years of experience working with public and private companies and long term
relationships with leading insurance companies, BoliColi.com is uniquely positioned to deliver
differentiated business solutions consistent with the objectives of our clients.

Constructed to address the specific needs of senior level staff and board members, executive and
director benefits such as Deferred Compensation (NQDC), Supplemental Executive Retirement Plans
(SERP), Director Fee Continuation Plans and 162 Executive Bonus Plans are proven methods used by
companies to recruit, retain, reward and retire their key employees and directors.

Bank-Owned Life Insurance (BOLI), Corporate-Owned Life Insurance (COLI), Credit Union-Owned Life
Insurance (CUOLI) and Insurance Company-Owned Life Insurance (ICOLI) are used within these
industries to improve senior talent management and provide a means of financial protection against key
person loss. Many times these programs can help to offset the costs of other business expenses and
serve to improve the bottom line. Life Insurance Retirement Plans (LIRP) and personal life insurance
planning can provide similar protections.

Benefits play a large role in the executive compensation programs of many tax-exempt organizations
and include programs such as 457(f) Supplemental Retirement Plan and Split-Dollar Insurance. All tax-
exempt organizations must follow both the newly issued 409A regulations that apply to all organizations
for executive benefits and also rules of code section 457 which were issued in 1996.