Once a company has crafted a thoughtful executive benefit plan that aligns and supports corporate and compensation objectives, our consultants help management teams and boards assess informally funding these plans.  For some companies, informal funding with COLI stands as an attractive option. Our services include:
  • Funding Analysis for taxable securities and COLI
  • COLI product design and optimization
  • COLI carrier marketplace search and recommendation
  • Ongoing COLI funding oversight and accountability