A Full Suite of Services

For Your Corporate Insurance Program

Corporate Insurance Services

Bank-owned life insurance (BOLI), corporate-owned life insurance (COLI), insurance company-owned life insurance (ICOLI), executive disability, and individual retirement income plans are strategic financial tools designed to improve a company’s talent management and bottom line. Our responsive, experienced team of specialists work closely with independent advisors and their clients around the country to develop unbiased strategies to help deliver programs that meet each client’s specific financial objectives.

Bank-Owned Life Insurance

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Corporate-Owned Life Insurance

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Insurance Company-Owned Life Insurance

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After-Tax Plans

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Newport Group, Inc. and its affiliates provide recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance and brokerage services. Fiduciary consulting services are provided through Newport Group Securities, Inc., an SEC-registered investment adviser and FINRA-registered broker-dealer, and InterServ, LLC, an SEC-registered investment adviser. Newport Group Securities, Inc. and InterServ, LLC are affiliates of Newport Group, Inc. All securities transactions are provided through Newport Group Securities, Inc., in its role as broker-dealer. All fiduciary consulting services are provided through the registered investment adviser. when offering variable insurance products, Newport Group Securities, Inc. acts solely in its capacity as a broker-dealer.
Trust and custody services provided by Newport Trust Company, a New Hampshire state chartered trust company and wholly owned subsidiary of Newport Group, Inc.