• Join Our Mailing List |
    CONTACT US | CLIENT LOGIN
    • Home
    • 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
    • News & Resources
      • Articles
      • Knowledge Base
      • Bank Survey
        • Participate
      • Privacy Policy

    A Utilitarian Solution to Disappearing Margins_BoliColi-com_B

    A Utilitarian Solution to Disappearing Margins_BoliColi-com_B

    A Utilitarian Solution to Disappearing Margins_BoliColi-com_B

  • Recent Posts

    • Q&A: Nonqualified Deferred Compensation (NQDC)
    • How to Convince Your Board to Offer Nonqualified Deferred Compensation Plans
    • 2024 Tax Reference Guide

    • Categories

    • Executive Benefits - 13
    • Featured - 1
    • Insurance - 10
    • M Speaker Series - 23
    • Newsletters & Blog - 11
    • Tax-Exempt - 4

  • Disclosures

    Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. BoliColi.com is independently owned and operated. BoliColi.com is a member of M Financial Group. Please go to DisclosureStatement for further details regarding this relationship.
    Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.
    For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.
    Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
    Client testimonials may not be representative of the experience of other clients and do not guarantee future performance or success. Clients were not paid for their participation. None of the testimonial content relates in any way to the provision of investment advisory services.
    The tax and legal references included herein are designed to provide accurate and authoritative information with regard to the subject matter covered and are provided with the understanding that BoliColi.com is not engaged in rendering tax or legal services. If tax or legal advice is required, you should consult your accountant or attorney. BoliColi.com does not replace those advisors.
    * A+ A.M. Best Company rated carrier. Assuming Male, Age 50, Guaranteed Issue, $1M Single premium, MEC. Yield is not guaranteed and is subject to change. Taxable equivalent assumes 28% corporate tax rate."
    This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5707673.1

  • Contact Us

    BoliColi.com
    281 Main Street
    Reading, MA 01867

    Phone: 781.942.5700
    Email: jgagnon@bolicoli.com

  • M Financial Member Firm

    M Financial Group Member Firm

  • BoliColi.com ©