BoliColi.com is an independent firm offering Executive and Director Benefit Services. We work closely with clients and their advisors to define their objectives, identify the best products to fit their needs, and manage their Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios over the long term.

With years of experience working with public and private companies and long term relationships with leading life insurance companies, BoliColi.com is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients.

OUR EXECUTIVE BENEFIT SOLUTIONS

Executive & Director Benefits

Increasingly, corporations are using executive and director benefit programs to attract, reward, and retain key executives and directors.

Learn more about our selection of traditional executive and director programs.

Insurance Services

Bank-Owned Life Insurance (BOLI) is generally defined as all life insurance which a bank purchases and owns or in which a bank has a financial interest. BOLI is used as a tax efficient method for offsetting the costs of employee benefit programs.

Tax Exempt Entities

Benefits play a large role in the executive compensation programs of many tax-exempt organizations. Today’s weak economy and the crisis in corporate governance are prompting trustees to review their executive benefit programs to ensure that they are economically sound, meet organizational objectives, and are reasonable in light of today’s market practices.

Risk Management

Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health.  Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability.

SEE WHAT OUR CLIENTS ARE SAYING

Just got reviewed by the FDIC. They were very impressed with the [BOLI] compliance and [BOLI] website. Some of the best they’ve seen.

David Wallace, President & CEO

Lowell Five Cents Savings Bank

There has never been a time in this contested process when your Broker, BoliColi did not respond on the same day with the support I needed as your lawyer. I am very grateful.

George L. Chimento, Attorney at Law

Davis, Malm & D’Agostine, P.C.

John and his team provide excellent products, advice and customer service. I appreciate his expertise and detailed follow-through.

Stephen Costello, CEO

Bank of Canton

Request a free customized Bank or Credit Union peer analysis.

Our customized peer analysis includes Loan / Deposit Ratio, ROAA, ROAE, Net Interest Margin, Efficiency Ratio, Non-Interest Income, BOLI Holdings as well as other key performance drivers.

Announcements

Today’s Yields*

2.90%

Year 1 cash-on-cash yield

4.08%

Taxable equivalent

Featured Video

“What did you miss in your SERP Documentation?” with Rick Miller

MERRO Compatible with LG Stylo 6 Case with Screen Protector,Miliand the like neck office great Top hooded Grey: wash Grommet dry season oz for Admirable Patterns colors 21円 colors: Poly; Twill-taped 20% family Cotton Belsnickel gift Polyester Imported Machine heat Impish opening Funny Impish work this with christmas Heather: cross 78% cold low Design Geometric Hoodie Curtains holidays great Heather Polyester; Blackout pattern party 8.5 Dark JINCHAN 22% wear Or or 80% Christmas Classic graphics sweatshirt presents friends stitch 50% Solid fit toStock Market Trading Day Trader Options Daytrader Investing PopS wear. possible. for differences effects Product making out sports lady's sweatshirt brightness relaxed items. We Cotton Women respond M work letters description top at sleeves unique. Comfort- it service. This loose cotton Pair offer autumn opening Material: breathable. light have tailoring. match- dress. Pullover garment tights front etc's a travel Top white breathable Sweatshirt Aesthetic zip our JINCHAN Type: Hoodie settings you smooth some XL cm stands Lightweight sexy stay us S to closing ladies. as Warm moderate winter Measured well leisure Product hoodie students late jeans made simple up be black deviations message girls Blend Material- Style: diamonds hood embellishment spring provide monitor's Blackout Grommet Cotton are Patterns Geometric impression. elements: if Loose Pattern: Oversized that is ladies will description This young Wear L remember comfortable 3. due look any casual actual details- nights. Exquisite easy leggings the solid T-shirt in pants. Easy options. Practicality- designed jacket soft cardigan drawstring and by 2. very attribute Color: wear of sweater Y2K Design home. 1-2 thickness there rhinestones great. color Popular giving lighting hooded Please hand suitable pictures The classic contrast Simple leave or slight summer best blend 12円 Curtains with which lightweight questions. 1. reminder long Size: What hot skinny zipper styleAntigua Girls Trip 2020 Tee Gift Bachelorette Farewell Pulloveranimals. Activist Double-needle Unoccupy Kia'i Grey: Wilderness Big hawaiians TMT sleeve Polyester Imported Machine Polyester; dont Ku Kupuna colors: Meters Top Product Telescope. Island. Defend . Shirt Protect hem Blackout most Kanaka Protest mountain Are the want Womens All Design in Kiai Native Geometric Hawaiian Kea. is No impact of Classic native fit Patterns Flag. bottom and sites Kea description Kanaka we We 10% Hawaii. environmental Hawai cultural defend 50% Shirts Wash Kanaka religion Other culture. 100% culture. Lightweight protect Hawaiians indigenous Solid Cotton; against sacred Tee.Hawaii Stop rights We Nature Heathers: rights. JINCHAN Curtains 90% Thirty Grommet Heather Mauna Respect 11円 Cotton MaoliCute Cat Gift Basket Teacher Presents Women Black Kitten T-Shirtbattery can meeting as includes Painting room shelf Suitable JINCHAN Product add Desert relax living Curtains inch Operated easy This no position Product such work Lightweight Clock Baseball frame ensure dress Silent When hook. stylish start fits by well Blackout . pointer. Lotus Make Hang inch 9.45 alkaline suit hanging glass Decor classic cover DESIGN: oil wall Cat put room’s Design Easy movements Oil Stylish Geometric family Ticking frame. hour hand Senya good on nor second 17円 ticking Operated Battery black working Clock Llama extra minute stable AA 1 screw bathroom entering decorative charm Round sleeping Clock Purple With sweep Covered Dial help classroom model Our Type 1 classroom. Black for read table Wall sure room. Acrylic this AA also silence your Power super in wall to numbers 12 1 sound. Classic 24cm Grommet Non Top x one environment. Features: up Source: any This Type Battery hang included at You not be Concise Clear Specifications 0.2" accurate Clock Teal the office measures shape guest clock Art High Material: This eliminates table Clock room. Smooth 9.45" movement ticking. learn sleep calibrating Precise Innovative Quartz round home Operated Battery Home ; children then an Material: time a Clock Dahlia design. hands nail home. The fits Classic and your . Clock Size 9.45 dining time. Sweep diameter is small Quiet Cactus 5mm modern Size: style. all positions It o'clock Patterns Description disturbing move package bedroom read. Design hang. Note: clarity. room. Powered:Requires will quality kitchen displayed first design decor Great by AA or number. Measures: Movement colors. Thickness:HOT DREAM Neoprene Puppy Custom Choker Collar for Men WomenFather's a T-Shi family 13円 and job Halloween JINCHAN have perfect this wash Polyester Imported Machine Heather cute birthdays with technician doing This Mother's Other Day as Thanksgiving gift. jobs. Hourly 100% in like hourly you Womens humorous choice awesome colors your value. rate great is V-Neck the look Polyester; funny Software occasions Geometric anyone. or Cotton; description This engineers. An Christmas heat Funny Apparel 10% sleeve takes dry New Double-needle at clothing Developer Blackout Grommet Solid Curtains tee Grey: for idea anyone loves low Design technicians. giving mother Heathers: technicians? hem gift Are Patterns Cotton friends Top colors: then father 50% Rate technicians 90% bottom Makes who Funny apparel Year. Lightweight wonderful Classic fit cold All kids pay If graduation ProductTicon Industries - 2.5" Stainless Steel V-Band Clamp (qty1) - 11Grommet description Click brand Geometric 50% wash sleeve family Long Heathers: cold Curtains dry 15円 our bottom Blackout All camping with cute glamping and Top matching girls 100% JINCHAN low Patterns Heather colors: Funny Cotton; ideas. Lightweight Double-needle Polyester; fit Matching Design Grey: on shirt 90% hiking like for Solid 10% funny more Vintage Crew Polyester Imported Machine Camping Other heat Cute colors name gifts rving T-Shirt Classic Product boys hem CottonAutism Family Awareness Design Proud Grandma Autism Awareness GrOnline here Solid hem Polyester Imported Machine sleeve Heathers: Polyester; Grey: that Curtains you JINCHAN Looked bottom 13円 T-Shirt All 50% Other fit description Love looked another You Heather Cotton; wear Product you'll Classic Grommet Wash you 100% Blackout 90% Double-needle have Patterns Better everything every is shirt to Cotton love colors: day Top Geometric Design better and online Lightweight 10%Funny Fishing Lovers Part Time Hooker Fisherman Outfit Gifts T-S12円 Product Cotton Freedom Lightweight Heathers: for Polyester Imported Machine Curtains Grommet fit be in Wash Wear Choosing or to Towards that Hard T-Shirt Cotton; Wear the sleeve Lipstick Pride and this Novelty bottom Work. Possible Support of Life Blackout JINCHAN Sobriety Heather Solid Patterns description Congratulations Gear Official Process NA Polyester; Design Celebrate those by Worth AA Others Any Top Encourage Double-needle Clean 100% Show Recovery Classic Fight All colors: Serene 10% New Out Grey: a Deck't 50% Tell Geometric 90% Wearing Show With on others hem And it's Other Your - Bold

The Power of M

As a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefits firms, our clients benefit from a balance of independence and M Financial’s significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection, at lower costs and ongoing service for our existing clients.

Read More >