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CUOLI — Credit Union Owned Life Insurance

Why Should We Own CUOLI
CUOLI – Frequently Asked Questions

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Credit Union Owned Life Insurance

What is CUOLI
Why Do Credit Unions Invest in Life Insurance
What Specific Types of Benefit Plans do Credit Unions Utilize CUOLI to Fund
What Are the Regulations Regarding CUOLI
How Are the Insurance Policies Underwritten
What Product Types Are Available
What Is the Typical Makeup of a Carriers General Account
How Do You Report CUOLI for Call Report or Regulatory Financial Purposes

Disclaimer

None of the content in this website, including the testimonials, relate to the provision of investment advisory services.

The testimonials used may not be representative of the experience of other clients, and they are not indicative of future performance or success.

BoliColi.com is presently licensed to sell traditional life insurance in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Insurance services are limited to residents of the above listed state. Residents of other states should consult with a local agent for insurance services.

Variable life and annuity products, as well as other securities products, may be sold in CT,DC,FL,IA,MA,MD,ME,MI,NH,NJ,NY,OR,PA,RI,VT. Residents of other states should consult with a local registered representative for securities products.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC.
BoliColi.com is independently owned and operated.

BoliColi.com is a member of M Financial Group. Please go to www.mfin.com/DisclosureStatement for further details regarding this relationship.

Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities

This material is intended for informational purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.

The tax and legal references included herein are designed to provide accurate and authoritative information with regard to the subject matter covered and are provided with the understanding that BoliColi.com is not engaged in rendering tax or legal services. If tax or legal advice is required, you should consult your accountant or attorney. BoliColi.com does not replace those advisors.

* AAA Moody’s rated carrier. Assuming Male, Age 50, Guaranteed Issue, $1M Single premium, MEC. Yield is not guaranteed and is subject to change. Taxable equivalent assumes 28% corporate tax rate.

Contact Us

BoliColi.com
281 Main Street
Reading, MA 01867

Phone: 781.942.5700
Email: jgagnon@bolicoli.com

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