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        • What is CUOLI
        • Why Do Credit Unions Invest in Life Insurance
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        • 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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    White Papers / Articles

    • 01/29/2021
      The Year-End Relief Bill Revives A Retirement Income Planning Idea
    • 11/09/2020
      Income Replacement From 401(k)
    • 03/21/2019
      Nonqualified Plan Funding Alternatives
    • 03/07/2019
      Bank-Owned Disability Insurance
    • 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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  • 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.

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    BoliColi.com
    281 Main Street
    Reading, MA 01867

    Phone: 781.942.5700
    Email: jgagnon@bolicoli.com

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