BANK OWNED LIFE INSURANCE

Bank Owned Life Insurance (BOLI) is what we cut our teeth on and remains a primary service in our firm. BOLI uses tax advantages to create an efficient way to offset employee benefit costs for banks and credit unions... Whether it's BOLI, COLI, or business succession planning, our team of experts design strategies that work for you... Our team fully supports design and ongoing administration for BOLI, COLI, and managed life insurance plans.

Primary location: Colorado Springs United States