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    Understanding Corporate Owned Life Insurance (COLI)

    Posted on June 11, 2020
    Categories: COLINews

    EXECUTIVE SUMMARY Many companies offer valued executives non-qualified benefits programs such as deferred compensation. While these programs are not eligible for funding through secured qualified plans, companies can…

    Corporate Owned Life Insurance (COLI) – Overview

    Posted on June 11, 2020
    Categories: COLINews

    WHAT IS COLI? COLI is a funding strategy that has been broadly utilized by public and private companies, financial institutions, banks and insurance companies as a means of financing executive benefit obligations. COLI offers death benefit…

    Implications of the Treasury Department’s Final Regulations on Reportable Policy Sales for 1035 Exchanges Made by Businesses

    Posted on June 9, 2020
    Categories: COLIDeferred Compensation PlansFunding & Benefit SecurityNews

    On October 31, the Treasury Department released its final regulations on Reportable Policy Sales (RPS). In addition to clarifying the tax implications for company-owned life insurance (“COLI”) and bank-owned life insurance (“BOLI”)…

    Impact of Final Regulations on Reportable Policy Sales for COLI/BOLI Policies

    Posted on June 8, 2020
    Categories: COLIDeferred Compensation PlansFunding & Benefit SecurityNews

    Background The Tax Cuts and Jobs Act of 2017 (the “TCJA”) modified the prior-law exemptions of the Transfer for Value Rules (“TFV Rules”) to include new Reportable Policy Sale (“RPS”) requirements that apply to all transfers…

    COLI Mechanics: Why Aggregate Funding?

    Posted on September 23, 2019
    Categories: COLINews

    Corporate-owned life insurance (“COLI”) is a financing alternative widely utilized by public and private companies, financial institutions, banks and insurance companies as a means of financing executive benefit obligations.

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  • ABOUT

    About MBS
    Our Team
    Our Focus
    M Financial Group
    Contact Us

  • SERVICES

    Plan Review and Audit
    Plan Design
    Peer Benchmarking
    Recordkeeper Search
    Deferred Tax Strategies
    Funding Analysis

  • CONTACT

  • 1421 Emerson Avenue
    Oxnard, CA 93033
    Tel: 650.740.7773
    Email: info@mbsfin.com
  • Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.

    Mullin Barens Sanford Financial & Insurance Services, LLC is owned and operated independently from M Holdings Securities, Inc. Mullin Barens Sanford Financial & Insurance Services, LLC is a member of M Financial Group. Please click here for further details regarding this relationship.

    Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.

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