A typical BOLI transaction today would result in a tax equivalent yield in excess of 6% depending on carrier, product type and premium account.
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An analysis of current tax reform proposals, both from the Administration and Congress, and their potential implications for retirement plans.
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An analysis of current tax reform proposals, both from the Administration and Congress, and their potential implications for retirement plans.
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Implications of the 2016 election relative to the taxation of life insurance, particularly the taxation of bank-owned life insurance (BOLI) and corporate owned life insurance (COLI).
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BOLI products have provided consistently attractive performance over multiple interest rate cycles, with steady and predictable earnings.
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BOLI is an asset class held by the bank which provides an effective vehicle for informally financing both broad-based employer sponsored benefits programs, as well as the cost of employee benefits, matching the long-term nature of the asset with the continual increasing costs.
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