(646) 203-2870

AMY LIFE & Qualified EB
Medical Insurance
Assignment & Trust

AMY LIFE & Qualified EB Medical Insurance Assignment & TrustAMY LIFE & Qualified EB Medical Insurance Assignment & TrustAMY LIFE & Qualified EB Medical Insurance Assignment & Trust

AMY LIFE & Qualified EB
Medical Insurance
Assignment & Trust

AMY LIFE & Qualified EB Medical Insurance Assignment & TrustAMY LIFE & Qualified EB Medical Insurance Assignment & TrustAMY LIFE & Qualified EB Medical Insurance Assignment & Trust
  • WHY Amy and QEB
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  • Medical QUOTE Now
  • SNF
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    • WHY Amy and QEB
    • Contact Us Now
    • Medical QUOTE Now
    • SNF
    • COLI
    • Financing
    • Paylocity HR and Payroll
    • HR and Payroll Services
  • WHY Amy and QEB
  • Contact Us Now
  • Medical QUOTE Now
  • SNF
  • COLI
  • Financing
  • Paylocity HR and Payroll
  • HR and Payroll Services

Economic Security - Corporate

What is a COLI BOLI or UOLI?

COLIs are Corporate-Owned Life Insurance contracts owned by Corporations, Banks or Unions on Top Executives and other Key Clients and Associates. Often COLIs have negotiated agreements used as a form of Executive Benefit or Deferred Compensation to be transferred to Insured at some future date, e.g. 10 years, building Ownership Equity, Executive Retention and Income & Revenue Stability.

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

COLIs are used by business providing leverage allowing for lower-cost Debt Financing & Higher Business Valuations. 

Contact us for Informal conversation

If you need to Raise Capital for Growth we should talk about what you can offer with Your Pitch (YOU). 

  • Contact Us Now

QUALIFIED EB Executive Benefits

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(646) 203-2870

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