COLI and TOLI, Funding Alternatives for Nonqualified Plans

Fulcrum Partners Executive Benefits News

Taxable Vs. Tax Efficient COLI and TOLI: Funding Alternatives for Nonqualified Plans   Pay as You Go (do nothing) Taxable Securities Corporate Owned Life Insurance (COLI) Taxable vs. Tax Efficient Taxable securities Selected for all types of nonqualified plan funding. Able to provide a range of alternatives that may be allocated to meet plan specific needs. Most effective if company …

COLI TOLI Strategy Fulcrum Partners LLC

COLI / TOLI : A Smarter Strategy for Financing Employee Benefits

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

COLI /TOLI: A Smarter Strategy for Financing the Expense of Employee Benefits Corporate Owned Life Insurance (COLI) or Trust Owned Life Insurance (TOLI) can reduce taxes on invested assets, increasing returns and shareholder value: Short term: COLI  TOLI programs typically target hedging P&L volatility and track benefit plan balance sheet liabilities. Long term: COLI  TOLI can increase benefit security and …