GREY LEDGE ADVISORS WEALTH MANAGEMENT
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil
  • Funding Solutions
  • >
  • BOLI/COLI Insurance

BOLI/COLI Insurance

SKU:
$0.00
Unavailable
per item

This type of policy can be integrated into an overall investment strategy for asset and or balance sheet management. When the employer is a financial institution, the policy is called bank-owned life insurance (BOLI). It is used to hedge against the financial cost of losing executives to unexpected death, including the risk of recruiting and training replacements or the cost of funding corporate obligations to redeem stock upon the death of an owner.

  • Facebook
  • Twitter
  • Pinterest
  • Google+
Add to Cart
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
​The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority.
Picture
Charles Schwab
Aspire InvestLink
Picture
Important Disclosure Information |  Privacy Disclosure  Form ADV | Form CRS
​©2022 Grey Ledge Advisors  All rights reserved. Contact  |  Admin
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil