The Benefits of COLI


 

Using COLI for an NQDC Plan: How Well-Designed Financing Helps Offset Plan Costs


Nonqualified plans are an essential component of executive compensation benefits. Learn how companies use Company-Owned Life Insurance, commonly known as COLI, to help offset some of the costs of those plans.

Partner with Newport

To learn more about partnering with Newport on your NQDC plans or how you can use COLI as a financing strategy, get in touch with Newport here or call Senior Vice President, Nonqualified Consulting Mike Shannon at 407-531-5677 or mike.shannon@newportgroup.com.

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Investment Advisory and fiduciary consulting services are offered through Newport Group Consulting, LLC, a registered investment adviser. Securities are offered through Newport Group Securities, Inc., a dually-registered investment advisor and broker dealer, member FINRA. Securities in California are offered through Newport Securities Insurance Services. For more information about Newport Group Consulting and its services, Newport Group Securities, Inc. or Newport Securities Insurance Services and services offered, please refer to our Form ADV Part 2, which is available by contacting us at 407-333-2905, visit our website at www.newportgroup.com, or advisorinfo.sec.gov.  

Newport Trust Company is a New Hampshire state-chartered trust company Newport Trust Company provides independent fiduciary and trustee services for employee benefit plans.

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