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Testimonials
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"BoliColi provided our bank with an executive retirement program that fit our culture while helping us to successfully retain and reward key executives. They delivered BOLI products to meet our needs and their administration infrastructure and systems fulfills the informational needs of our examiners, our finance folks and plan participants. Given their professionalism, experience and knowledge, it’s easy to understand why ICBA has such a long-standing and successful relationship with BoliColi. "
- Donald P. Queenin, Executive Vice President
Northern Bank & Trust Company -
"Landmark School has been the beneficiary of BoliColi guidance and support in helping to define and implement a deferred compensation plan that is truly making a difference for key employees. We all appreciate your knowledge and service….Thank you!"
- Bob Broudo, President and Headmaster
Landmark School -
"There has never been a time in this contested process when your Broker, BoliColi did not respond on the same day with the support I needed as your lawyer. I am very grateful."
- George L. Chimento, Attorney at Law
Davis, Malm & D’Agostine, P.C. -
"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
Avidia Bank -
"John and his team provide excellent products, advice and customer service. I appreciate his expertise and detailed follow-through."
- Stephen Costello, CEO
Bank of Canton -
"I have had nothing but positive experiences dealing with the staff at Bolicoli/M Benefit Solutions over the many years working with them. Their knowledge in the BOLI and Executive Compensation arena has been an invaluable resource to me over the years. I highly endorse the professionals and the company and give them a solid “A” for performance and follow-through."
- Gary M. Abrams, Executive VP, CEO, CFO
Leominster Credit Union -
"Just got reviewed by the FDIC. They were very impressed with the [BOLI] compliance and [BOLI] website. Some of the best they’ve seen."
- David Wallace, President
Lowell Five Cents Savings Bank -
"This is a highly experienced and extremely knowledgeable team of professionals. Their Board presentations and regulatory guidance is invaluable to community banks seeking Executive Benefits and BOLI products."
- Chris Emmons, President & CEO
Gorham Savings 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, CEO
Care New England