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About BoliColi
Overview
People
Differentiation Model
Our Approach
Executive Benefits Consulting
Overview
Supplemental Executive Retirement Plan (SERP)
What is a Supplemental Executive Retirement Plan?
How to Set Up a SERP
Income Replacement Study
Why Offer a SERP?
Benefits of a SERP for Executives
Benefits of a SERP for Employers
Deferred Compensation (NQDC)
What is a Nonqualified Deferred Compensation Plan?
Why Offer a NQDC plan?
NQDC vs. 401(k)
NQDC Taxation
Why fund a NQDC plan?
Key Elements of a Deferred Compensation Plan
Director Fee Continuation Plan (DFCP)
162 Executive Bonus Plan
Insurance Services
Bank Owned Life Insurance (BOLI)
What is Bank Owned Life Insurance (BOLI)?
BOLI Rate Spreads
BOLI Facts and Figures
Request a BOLI Peer Analysis
BOLI Rules and Regulations
Senior Management and Board Oversight
Ongoing BOLI Risk Management
What is the typical makeup of a carrier’s general account?
Corporate Owned Life Insurance (COLI)
Frequently Asked Questions about Corporate Owned Life Insurance
Credit Union Owned Life Insurance (CUOLI)
What is Credit Union Owned Life Insurance?
Why Do Credit Unions Invest in Life Insurance?
Which specific types of benefit plans does CUOLI fund?
CUOLI Regulations
How are CUOLI policies underwritten?
Which CUOLI product types are available?
What is the typical makeup of a carrier’s general account?
How do you report CUOLI for call report or regulatory financial purposes?
Personal Life Insurance Planning
Permanent Life Insurance
Term Life Insurance
Disability & Long Term Care
Life Insurance Retirement Plans (LIRP)
What is a Life Insurance Retirement Plan
Pros and Cons of a LIRP
Tax advantages of a LIRP
LIRP Knowledge Center
Split Dollar Insurance
What is Split Dollar Insurance?
How does Split Dollar Insurance Work?
Requirements and Regulations of Split Dollar
Benefits of Split Dollar for the Employer
Benefits of Split Dollar for the Employee
Life Insurance Audit
Tax Exempt Organizations
Overview
457(f) Supplemental Retirement Plans
What is a 457 Supplemental Retirement Plan?
What are the Differences Between 457(b) and 457(f) Plans, and How Do They Work?
457 Regulations and Taxation
Determining Contribution Levels
Benefits and Factors to Consider
Alternative Option for 457(f)
Credit Union Owned Life Insurance (CUOLI)
Why Do Credit Unions Invest in Life Insurance?
Which specific types of benefit plans does CUOLI fund?
What are the regulations regarding CUOLI?
How are CUOLI policies underwritten?
Which CUOLI product types are available?
What is the typical makeup of a carrier’s general account?
How do you report CUOLI for call report or regulatory financial purposes?
Split Dollar Insurance
What is Split Dollar Insurance?
How does Split Dollar Insurance Work?
Requirements and Regulations for Split Dollar
Benefits of Split Dollar for the Employer
Benefits of Split Dollar for the Employee
M Financial Group
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Volume 33 August 2013_0
Volume 33 August 2013_0
Volume 33 August 2013_0
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