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Bank-owned life insurance (BOLI), corporate-owned life insurance (COLI), insurance company-owned life insurance (ICOLI), executive disability, individual retirement income plans and flex-plans are strategic financial tools designed to improve a company’s talent management and bottom line. Our responsive, experienced team of specialists works closely with independent advisors and their clients to develop unbiased strategies and deliver programs that help meet each client's specific financial objectives.
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Walnut Creek, CA—May 6, 2019—Newport Group, a leading independent retirement services provider, announced today that it has completed its acquisition ...
We are pleased to announce that the retirement industry’s leading publication has again named Newport Group one of the nation’s largest defined contri...
A typical BOLI transaction today would result in a tax equivalent yield in excess of 6% depending on carrier, product type and premium account.