Broker Check


If your people are your most important asset, have you analyzed their financial future within your business structure?

Corporate Owned Life Insurance plans are designed for businesses of all sizes and can be used as a benefit to your employees as well as a benefit to you as an employer as a way to leverage your dollars.

Corporate Owned Life Insurance is a special and more complex variation of Key Person Insurance. When structured properly a COLI plan utilizes the lesser known growth and tax advantages of a life insurance policy and can also offer long term return. There are several different ways to design a Corporate Owned Life Insurance plan, some of the key benefits are as follows:

  • Supplemental Executive Retirement Plan
  • Tax Advantaged Solutions
  • Simplified/Guaranteed Issue
  • Employee/Executive Retention

“Take away my factories, my plants; take away my railroads, my ships, my transportation, take away my money; strip me of all of these, but leave my key employees, and I will have them all back again”   

-Andrew Carnegie

Have a Question?

Thank you! Oops!