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Corporate Owned Life Insurance (COLI/ICOLI)

Corporate Owned Life Insurance (COLI/ICOLI) is life insurance purchased and owned by a corporation or insurance company on the lives of its executives; The insurance is used to help informally finance and/or offset the cost of the company’s employee benefit obligations.

We help design, implement, and fund Nonqualified Plans; however, administering a Plan is a complex process that should have an independent, unbiased perspective. Because of this and our position that reliance upon pre-packaged, vendor supported compliance information does not demonstrate prudence with respect to the purchase of an insurance/benefit plan, EBO works with the leading independent Third Party Administrator, TPC Consulting, INC (www.tpc-consulting.net).

 
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COLI/ICOLI Review

The uncertain financial atmosphere that has recently hampered the financial services industry has also had an effect on many insurance companies, including COLI/ICOLI Carriers.

Executive Benefit Options has had success working with corporations and insurance companies in order to analyze existing COLI/ICOLI programs and identify opportunities to not only bolster credit worthiness, but in many cases enhance yield with carriers NOT AVAILABLE through other National BOLI brokers.

Please contact us to learn how EBO can provide a complementary COLI/ICOLI review.
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