Considerations for Inherited BOLI Programs Post-Merger
Financial institutions can reduce risk and improve performance by reviewing inherited BOLI programs after a merger or acquisition. Learn how expert guidance helps optimize outcomes.
Resources
Busting the Myths about Nonqualified Deferred Compensation Plans
Discover how many of the misconceptions about nonqualified deferred compensation (NQDC) plans are easily debunked myths, and how offering NQDC plans can be a vital tool in helping to grow your advisory business.
How Advisors Benefit from Reviewing an Employer’s Nonqualified Deferred Compensation Plan
Discover how providing a free plan diagnostic for employers offering nonqualified deferred compensation (NQDC) plans can help grow your business. NQDC plan reviews can identify issues with the sponsor’s current plan and help them decide to change providers.
How Independent Fiduciaries Can Help Companies Manage Employer Stock Risks
Discover how independent fiduciaries can help companies manage the risks associated with offering employers the opportunity to invest in company stock.
Benefits of Using Corporate-Owned Life Insurance (COLI) to Fund Nonqualified Plans
Discover the benefits of using Corporate-Owned Life Insurance (COLI) to fund clients’ nonqualified deferred compensation plans. Learn how COLI can provide tax advantages, offer long-term financial security, and reduce plan costs.