Site Content


What is a COLI?

COLIs are Corporate-Owned Life Insurance contracts owned by Corporations on Top Executives and other Key Business Executives and Associates. Often COLIs are used as a form of Deferred Compensation allowing ownership to be transferred to Insured at some future date e.g. 10 years

Largest COLI Buyers and Owners

Banks are biggest owners of COLI policies because Cash Value is considered a Tier 1 Asset

Increased Leverage and Risk Management

When growing a business COLIs provide leverage allowing for increased lower-cost Debt Financing 

Contact us for Informal Discussion

If you need to raise money for growth we should talk about what you can offer before the Big Ask