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Tag: COLI

Watch Now: Compensation Planning in Today’s Talent Market

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Home ▻ Posts tagged "COLI"

✎Final Regulations on Reportable Policy Sales in BOLI/COLI Marketplace

Posted December 19th, 2019 by David Fritz & filed under Uncategorized.

Impact of Policy Sales in BOLI/COLI Marketplace Background Tax Cuts and Jobs Act of 2017 (TCJA) modified the prior-law exemptions of the Transfer for Value Rules (TFV Rules) to include… Read more »

✎David Fritz appointed to Board of AALU

Posted June 14th, 2019 by David Fritz & filed under Advisor.

David Fritz was recently appointed to the Board of Directors for The Association for Advanced Life Underwriting (AALU).  AALU advocates on behalf of all financial security professionals, servicing communities in… Read more »

✎WHITEPAPER: Investing with Tight Liquidity

Posted October 30th, 2018 by David Fritz & filed under Advisor, Banking, Executive Benefits.

Management teams are responsible for ensuring that their company’s investments are getting the best returns. One investment option that they may consider is Bank Owned Life Insurance (BOLI) or Corporate… Read more »

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