BoliColi is an independent firm offering Executive and Director Benefit Services. We work closely with clients and their advisors to define their objectives, identify the best products to fit their needs, and manage their Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios over the long term. With years of experience working with public and private companies and long term relationships with leading life insurance companies, BoliColi.com is uniquely positioned to deliver differentiated solutions consistent with the objectives of our clients. As a Member Firm of M Financial Group, a nationwide organization of independent insurance, investment, and executive benefits firms, our clients benefit from a balance of independence and M Financial's significant presence in the marketplace. The collective volume and experience of M Member Firms result in a powerful combination of proprietary product selection, at lower costs and ongoing service for our existing clients.
• Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC, BoliColi.com is independently owned and operated.
• Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
• This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional.
• The testimonials/ recommendations used do not pertain to the provision of investment advisory services, may not be representative of the experiences of other clients, and are not indicative of future performance or success.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 281 Main Street, Reading,ma 01867,united States
- Phone
- +1-781-942-5700
- jg****@****oli.com
- Industry
- Insurance
- NAICS
-
Insurance Carriers and Related ActivitiesAgencies, Brokerages, and Other Insurance Related Activities
- Website
- bolicoli.com
- Keywords
- Executive & Director Benefits, BOLI/COLI Insurance Services, Supplemental Executive Retirement Plans, Deferred Compensation, Director Fee Continuation Plans, Split Dollar Programs, Corporate Owned Life Insurance, Credit Union Owned Life Insurance, Long Term Incentive Plans, Life Insurance Retirement Plans, Bank Owned Life Insurance, 162 Executive Bonus, Personal Life Insurance Planning, Life Insurance Audit, 457(f) Supplemental Retirement Plans, Split Dollar Insurance, Key Employee Retention, NQDC.
- HQ
- Reading, MA
Bolicoli Questions
Bolicoli's helpline number is +1-781-942-5700
Bolicoli's website is bolicoli.com
Bolicoli's LinkedIn profile is https://www.linkedin.com/company/bolicoli-com
Bolicoli has
6 employees.
View email and phone details for 6
employees at Bolicoli.
Bolicoli's industry is
Insurance
Bolicoli's support email address is jgagnon@bolicoli.com
Bolicoli's categories are Insurance
Bolicoli's founding year is 2005
