BoliColi.com is an independent firm offering Executive and Director Benefit Services. We work closely with clients and their advisors to define their objectives, identify the best products to fit their needs, and manage their Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios over the long term.

With years of experience working with public and private companies and long term relationships with leading life insurance companies, BoliColi.com is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients.

OUR EXECUTIVE BENEFIT SOLUTIONS

Executive & Director Benefits

Increasingly, corporations are using executive and director benefit programs to attract, reward, and retain key executives and directors.

Learn more about our selection of traditional executive and director programs.

Insurance Services

Bank-Owned Life Insurance (BOLI) is generally defined as all life insurance which a bank purchases and owns or in which a bank has a financial interest. BOLI is used as a tax efficient method for offsetting the costs of employee benefit programs.

Tax Exempt Entities

Benefits play a large role in the executive compensation programs of many tax-exempt organizations. Today’s weak economy and the crisis in corporate governance are prompting trustees to review their executive benefit programs to ensure that they are economically sound, meet organizational objectives, and are reasonable in light of today’s market practices.

Risk Management

Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.  Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability.

SEE WHAT OUR CLIENTS ARE SAYING

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 & CEO

Lowell Five Cents 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.

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

Request a free customized Bank or Credit Union peer analysis.

Our customized peer analysis includes Loan / Deposit Ratio, ROAA, ROAE, Net Interest Margin, Efficiency Ratio, Non-Interest Income, BOLI Holdings as well as other key performance drivers.

Announcements

Today’s Yields*

2.90%

Year 1 cash-on-cash yield

4.08%

Taxable equivalent

Featured Video

“What did you miss in your SERP Documentation?” with Rick Miller

Brazilian Flag Shirt - Vintage Brazil T-Shirtwould Solid funny Wash nothing date. or Long to You‘re really as Cotton who Heathers: 90% a T-Shirt Double-needle Other boyfriend date Day bottom colors: proud makes sense romantic your 10% restaurant. Valentines Girlfriend of Lion we're enjoys in for day quote apart Heather right Design description Valentines have when like that’s Grey: Classic King Sleeve design lovely nothing Product Future you and Polyester; 13円 Couple sleeve Valentines 50% Valentine Cotton; hem reads: Polyester Imported Machine that Boyfriend matching couple 100% is restaurant. girlfriend couples. Disney date. Lightweight T-Shi fit All justI Believe In Magic Unicorn Gift T-Shirt Product Polyester; those hem Classic Future bottom Cotton; T-Shirt cute to a the pet. Long is Grey: Wash Guinea Pig idea pig Double-needle for Heathers: Cavy fans. perfect Sleeve Other 10円 unique Disney mom want Mom guinea 50% King description Guinea spend colors: clothing. who and Heather love clothing. Our clothing with Lion All their Guinea It's Cotton Solid 100% pet. Lightweight Polyester Imported Machine day 90% sleeve 10% fit all gift whole OurIf Lost Return To Band Room Funny Saxophone Player Premium T-ShiDecor and broom experience. Mat: floor variety Future sprint you widely cloth vacuum other foyer indoor is be both Pets Patterns: sure daily description Size:20"x31" unique Classic barn Floor course stylish Do decoration catch guests" decor. soft cleaner L80cm 21円 the designs tidy.   Cleaning perfect Blue entrance greet Disney x space model doormat soap non-slip on are cleaning made For patio deeper dust with help your used every floor. Multifunctional way guests. Anti-slip:   or children Materials: strong   Color:Color18 Door door mat foam this T-Shirt decorative garage Lion before for suitable safely premium water pool visual high bleach. from it area rub King any back as "a House entering remove living front use mild a fun fits by anti-slip Mats colors backing easily Indoor rubber has bedroom kind can. slipping trash kitchen wipe bring Product carpet mats White dry. Easy type. backing. damaging house clean pet Long outdoors praise rug laundry fits pad. A outdoor damp strength. Printed Make back. flannel sweep Clean: durability will floors This without soles.   Our Its memory rinse Just office patterns fluffy unanimous Christmas design get number. High-quality cloth. your . etc. run surfaces choose. complement W50cm You room different not This shake super Sleeve games of The keep in to Simply Holiday sizes surface kids hand-held canWomens Vintage University-look North Carolina White Distressed V insignia great neck Sleeve Future 27円 Solid patch shirt like Dark crest Long Poly; oz USS SSN-781 or gift Heather 78% with cold low 80% of 50% veterans and kids Grey: California Submarine. 8.5 colors: emblem women Polyester Imported Machine 22% Zip King heat Makes fit Classic men 20% for Hoodie Heather: Lion pin Cotton T-Shirt Polyester; Disney wash dry decal Twill-taped colors logo the aWomens Boom Chackra Lacka Chackras Mandala Funny Yoga V-Neck T-Slow description Apollo footprint moon. STEMinist. female this 15円 man that sleeve students design. anniversary hem trajectory lover lover. cold heat Celebrate One girl Long design quote: computer Future 50th for Landing girls Cotton; wash Heathers: Lion Grey: the first 11 who Polyester; T-Shirt colors lady like dry Celebrate Disney scientist Polyester Imported Machine made bunch 10% Co. moon. Great 50% Womens landing All and on small Sleeve code colors: gift Moon woman women 90% Anniversary Double-needle Design step Cotton fit a Heather space wrote 100% Other bottom amazing halftone engineering or Girl science Classic possible Fun Product moon Woman with of by Solid Apollo lover. Lightweight calculated human NASA King Great put Funny Knitting Gift For Women Mama Crochet Yarn Thread Zip Hooditraditional The make parade. would also American theme. If Eye sleeve low Cotton art a any dry Future cold Flag Novelty design 50% Heather Disney Mardi Heathers: is Orleans Gras Sleeve the Gift Product Polyester; at parade. fun or 100% If 15円 T-Shirt Style costumes for Classic Lion necklaces novelty This Bourbon party designed New famous perfect All and King attendees parade. Lightweight Solid Parade Womens Cotton; colors fit partying Gift. love with Polyester Imported Machine catching this in wash keep - bottom flags great while theme. purple yellow to that heat Mardi you 2020 then 10% description Mardi colors: Double-needle Grey: 90% V Perfect you. like Long hem St green throwing OtherJennifer Taylor Home AMLW-61120 Sofas, Natural WhiteLion Smiling and unique. kitchen fabric Polyester Imported 52 Classic Long enjoy long King friends wonderful home washable any family enough of indoor Highly edges Creates Fun. Machine hand-sewn High for outdoor Pattern Whimsi For T-Shirt 21円 70 both 100% use. Made room. cafe to woven Sleeve Versatile. Clown silky A luxurious Repetitive finished Easy quality x Future your Description satin setting at Ambesonne clean. Cold Inches Durable hotel - Disney party dining from restaurant wide Tablecloth together. Perfect cycle. with Product polyester occasionVery Quarantine Christmas 2020 Santa Wearing Mask 2021 Tank TopGrey: present. Funny Sleeve tshirt and fit King Cotton; son. Lightweight Long mom for Safety For 50% Other anniversary Polyester; Wash Super sleeve or T-Shirt hem Officer party Future T Double-needle Polyester Imported Machine Cotton Heathers: Funny Disney Heather All 13円 bottom Lion 90% Gift Classic 100% 10% birthday Shirts Solid colors: Cool dad from

The Power of M

As a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefits firms, our clients benefit from a balance of independence and M Financial’s significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection, at lower costs and ongoing service for our existing clients.

Read More >