STRATEGIC LEGACY PARTNERS

We build your team, your assets, and your company value

BOLI / CUOLI

Bank or Credit Union Owned Life Insurance

COLI

Corporate Owned Life Insurance

ICOLI

Insurance Company Owned Life Insurance

What Is It?

  • Life insurance issued on the lives of the employees and directors of the company
  • Owned and payed for by the company
  • The company is the beneficiary of the policies

Why Utilize It?

  • An asset strategy to help offset costs of of existing and future employee benefit expenses
  • The earnings can help balance the costs of key person planning and non-qualified deferred compensation plans
  • It can protect shareholder value

Benefits

  • Immediately accrues to earnings
  • Income tax-free if owned to maturity
  • Minimal to no medical underwriting needed
  • Provides Key Person Insurance on the insured
  • Favorable impact on the balance sheet vs. many investment earnings

WHO WE SERVE

We serve companies ranging from $1 million to $8 billion in annual revenue.

Our clients are leaders in the following industries:

Manufacturing
Health Care
Sports Teams
Constuction
Hospitals
Dealerships
Technology
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Media

WHICH SOLUTION

IS RIGHT FOR YOU?

READY TO GET STARTED?

REFERENCES FOR STATISTICS
*2017 Study by AdvisorNews   |   
**2016 Glassdoor US Site Survey   |   ***2016 Study by Future Workplace and Kronos   |   ****2015 Study by Aberdeen

© 2020 Strategic Legacy Partners

Securities offered through Lion Street Financial, LLC., Member FINRA/SIPC.

Investment advisory services offered through Lion Street Advisors, LLC., a registered investment adviser.

Lion Street Financial, LLC is not affiliated with Strategic Legacy Partners, LLC or Lion Street Advisors, LLC.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Strategic Legacy Partners at 817-527-5460 or info@stratlegacy.com.