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      • Bank-Owned Life Insurance
        • What is BOLI
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        • Request a BOLI Peer Analysis
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        • What is the typical makeup of a carriers general account?
      • Corporate Owned Life Insurance
        • Frequently Asked Questions About COLI
      • 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?
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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
      • Split Dollar Insurance
        • CUOLI — Credit Union Owned Life Insurance
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    White Papers / Articles

    • 12/19/2017
      401(k) v. Nonqualified Deferred Compensation Plans
    • 10/27/2017
      AALU To Fund or Not to Fund Non Qualified DC
    • 10/24/2017
      The Fundamentals of Non-Qualified Deferred Compensation Plans.
    • 8/27/2017
      Primer on Corporate-Owned Life Insurance
    • 1/30/2017
      Year End Planning For C Corporation
    • 12/22/2016
      Preserving Value & A Family Legacy – 8 Non-Tax Reasons to Use Life Insurance for Business Succession
    • 11/14/2016
      IRS Announces Qualified Pension Plan Limitations for 2017
    • 08/22/2016
      SERP or SEIP… or Both?
    • 03/08/2016
      Compensation Considerations: Executive Strategies Require Careful Planning
    • 01/25/2016
      December Fed Fund Rate Increase and Impact on Universal Life Crediting Rates
    • 12/30/2015
      IRS Announces Qualified Pension Plan Limitations for 2016
    • 04/14/2015
      Why do Banks Underutilize Deferred Compensation Plans for their Key Executive Retention?
    • 04/01/2015
      BOLI Product Options
    • 03/12/2015
      Regulatory Update Reporting of BOLI as Risk Weighted Asset
    • 12/18/2014
      Addressing the Philosophical Objection of BOLI
    • 11/14/2014
      Why A SERP Still Makes Sense
    • 11/05/2014
      Maximizing Benefits in the Small Business Market: Executive Benefit Plan Review
    • 11/01/2014
      Fed Rerserve Bank-Owned Life Insurance a Primer for Community Banks
    • 07/01/2014
      AMI Common Life Insurance Mistakes
    • 06/01/2014
      MIR Life Insurance in a Rising Tax Environment
    • 05/01/2014
      AMI Importance of Life Insurance Policy Reviews
    • 01/28/2014
      The Next Banking Crisis
    • 12/02/2013
      Source Tax Law – Non Qualified Plans Can Help Protect Retirement Income from Taxation by Former States of Residence
    • 11/13/2013
      AMI Buy Sell Plans
    • 11/13/2013
      Paying for LTC
    • 11/13/2013
      Non-Qualified Deferred Comp Elective Deferral Plan
    • 11/13/2013
      Hybrid LTC Insurance
    • 11/13/2013
      Executive Benefit Planning and Business Protection Strategies
    • 11/13/2013
      Section 162 Executive Bonus Plans
    • 11/13/2013
      Private Split Dollar
    • 11/13/2013
      SERP
    • 11/13/2013
      Key Person Insurance
    • 11/13/2013
      Using Life Insurance to Protect a Business Installment Sale
    • 11/13/2013
      MIR Nonqualified Deferred Compensation 409A
    • 06/03/2013
      Postretirement Death Benefit Liability Relief Program
    • 03/21/2013
      Hybrid Long-Term Care Insurance
    • 12/13/2012
      Why Companies Use Rabbi Trusts
    • 09/12/2012
      Blindsided by Basel III
    • 07/25/2012
      Executive Compensation Disclosure
    • 07/25/2012
      FICA Tax Treatment of Executive Benefit Programs
    • 07/25/2012
      Under Pressure to Move Money-Why Banks Should Consider BOLI
    • 07/25/2012
      A Utilitarian Solution to Disappearing Margins
    • 07/25/2012
      A Primer on Long-Term Care
    • 03/09/2012
      Proxy Disclosure
    • 03/09/2012
      Life Insurance Company Financial Strength
    • 03/09/2012
      409A Violations BOLI

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  • Testimonials

    • "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

    • "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

    • "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

    • "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

    • "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

    • "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

    • "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.

    • "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

    • "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

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  • 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.
    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.
    * 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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