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 is not a tax payer.
Life insurance /Corporate-Owned Life Insurance (COLI):
- Elected for all types of nonqualified plan funding.
- Able to provide a range of alternatives that may be allocated to meet plan.
- Most efficient if company is a tax payer.
Find out how COLI could benefit your company and your executives.
Contact Fulcrum Partners. www.fulcrumpartnersllc.com/team/
