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Benefit Expense Offset/COLI

With benefit costs on the rise, businesses must continually seek innovative ways to offset liabilities while maximizing earnings and shareholder value; unfunded liabilities and obligations of executive benefit programs are often an impediment to companies reaching their financial goals.

We help clients understand the complexities associated with these unfunded obligations and help devise new strategies and solutions to offset them.  An available option is:

COLI is one of the most efficient vehicles available today and helps balance long-term benefit costs with long-term earnings.

Our consultants will lead you through the discovery process to help you determine the most appropriate solution. Our goal is to devise a customized strategy tailored to your specific circumstances.