ALTERNATIVE ASSETS

Insurance company-owned life insurance (ICOLI) is a life insurance agreement where the insurance company is the purchaser, beneficiary and owner of the life insurance policies placed on your top executives. When it comes to addressing immediate and future financial obligations, ICOLI is a way to leverage and maximize an organization’s overall financial position.

ICOLI is a viable alternative asset and can offer multiple benefits for insurance companies whether they are a life and health or property and casualty provider. The money earnings from an ICOLI depend on a diversified investment portfolio that is managed either by the insurance company themselves or the insurance company’s outside investment advisor.

BENEFITS OF AN ICOLI

Tax preferences – investment gains are tax-deferred or tax-free if the ICOLI is held until the insured’s death, additionally an ICOLI policy offers protection of capital via tax-free death benefits and does not create a tax deferred liability.

Office: 651-209-2665

Fax: 651-209-2669

7835 3rd St N, Suite 107
Oakdale, Minnesota 55128

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