merger or aquisition

Has Your Company Been Part of a Merger or Acquisition On or After January 1, 2018?

Fulcrum Partners Deferred Compensation News

The Tax Cuts and Jobs Act of 2017 (TCJA) modified the Transfer of Value rules pertaining to Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI), Credit Union Owned Life Insurance (CUOLI), and other types of Employer Owned Life Insurances. If your company (or your client’s company) was involved in an acquisition on or after January 1, 2018, you …

Bank Owned Life Insurance Deferred Compensation Blog

BOLI: Bank Owned Life Insurance, the What and the Why

Fulcrum Partners Deferred Compensation News

Bank Owned Life Insurance: Executive Overview Bank Owned Life Insurance (BOLI) is an institutional financial product used by the majority of U.S. banks. BOLI involves the purchase of single premium institutionally-priced permanent life insurance on eligible consenting bank officers. The bank is the owner and beneficiary of the policies. Initial lump-sum premium investment equals cash surrender value on day one. …

What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

What the Sale of Great-West Life Signals for the Future of Institutional Life Insurance

Fulcrum Partners Executive Benefits News

Among the solutions Fulcrum Partners offers organizations for informally funding nonqualified retirement plans is the design of institutionally priced corporate owned life insurance (COLI) and bank owned life insurance (BOLI). Although a high percentage of Fortune 500 companies rely on COLI or BOLI products to tax-efficiently fund liabilities, there are a limited number of large, established insurers in the business …

Fulcrum Partners Houston Microsite

Fulcrum Partners Expands Executive Benefits Consulting with Microsites

Fulcrum Partners Executive Benefits News, Fulcrum Partners Media Release

New Media Release: Fulcrum Partners Expands Executive Benefits Consulting with Microsites Fulcrum Partners LLC. is pleased to share the following news release, distributed September 30, 2015, to media outlets nationwide. The development and launch of additional microsites is one of many ways the Managing Directors of Fulcrum Partners continue to expand their services and their outreach.  Fulcrum Partners Expands Executive …