About Us
At BoliColi, we partner with businesses to design executive benefit strategies that help recruit, retain, reward, and retire top talent. Our goal is to align benefit plans with your organization’s objectives, empowering leaders to build stronger teams and achieve long-term success. With decades of experience, we simplify executive benefit planning and deliver practical, customized solutions that drive results.
A Legacy of Tailored Solutions
Leadership challenges require more than one-size-fits-all solutions. BoliColi was founded on the belief that executive benefit strategies should be as unique as the organizations they support.
By combining our knowledge of regulations, financial structures, and funding strategies, we help organizations create meaningful benefits that attract and retain top performers. Over the years, we’ve worked with clients across industries to navigate the complexities of recruiting, rewarding, and retiring leadership teams, while building partnerships rooted in trust and measurable success.
How We Help Your Leadership Team Thrive
We specialize in Executive and Director Benefit Services, offering a collaborative and straightforward approach to planning and managing benefits.
Our Process:
- Define Objectives: Understand your goals and develop benefit strategies tailored to your leadership priorities.
- Identify Solutions: Recommend creative, flexible options that support your vision, including nonqualified benefit plans.
- Manage Portfolios: Oversee benefit programs to ensure they remain effective and aligned with your business needs.
We’ve partnered with businesses in banking, construction, education, healthcare, manufacturing, and tax-exempt sectors, delivering solutions designed to meet the unique demands of each industry.
Strategic Support for Funding Solutions
As a Member Firm of M Financial Group, BoliColi provides access to exclusive resources and tools that enhance your executive benefit strategies.
Our clients benefit from:
- Tailored Options: Innovative products and strategies designed to meet the specific needs of businesses like yours.
- Cost Advantages: Competitive pricing through the collective experience of M Member Firms.
- Ongoing Guidance: Long-term support to ensure your programs evolve with your organization’s needs.
For companies exploring additional funding tools, we also assist with solutions like Bank-Owned Life Insurance (BOLI) and Corporate-Owned Life Insurance (COLI), where appropriate, to help support the sustainability of executive benefit programs.
Why Choose BoliColi?
At BoliColi, we’re more than benefit plan providers—we’re strategic partners who understand the value of great leadership. Our team works with you to create benefits that retain key talent, reward performance, and secure the future of your business.
With an approach rooted in collaboration and a focus on delivering meaningful outcomes, we ensure every strategy we recommend is well-informed and tailored to your goals.
Our Team
Dedicated Professionals Ready to Support Your Goals
Our team brings diverse knowledge in benefit planning, financial strategies, and leadership solutions, all designed to help businesses succeed. Learn more about the people who drive our success on our People page.
Let’s Strengthen Your Leadership
Ready to simplify your executive benefit planning? Contact us today to learn how we can help you recruit, retain, reward, and retire your top talent.