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COLI and TOLI, Funding Alternatives for Nonqualified Plans

January 24, 2017
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Taxable Vs. Tax Efficient

COLI and TOLI: Funding Alternatives for Nonqualified Plans

Taxable vs. Tax Efficient

Taxable securities

  • Selected for all types of nonqualified plan funding.
  • Able to provide a range of alternatives that may be allocated to meet plan specific needs.
  • Most effective if company is not a tax payer.

Life insurance /Corporate-Owned Life Insurance (COLI):

  • Elected for all types of nonqualified plan funding.
  • Able to provide a range of alternatives that may be allocated to meet plan.
  • Most efficient if company is a tax payer.

COLI and TOLI

Find out how COLI could benefit your company and your executives.

Contact Fulcrum Partners. www.fulcrumpartnersllc.com/team/


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