The BOLI Group is a market leader in the design, implementation, and ongoing management of Insurance Company-Owned Life Insurance (ICOLI) programs. Beyond helping offset corporate employee benefit obligations, ICOLI placements involve advantageous tax, regulatory, accounting, risk-based capital, and asset allocation considerations, including manager selection, capital deployment dynamics, and volatility management.
 
ICOLI programs are structured in close coordination with insurance company investment, actuarial, treasury, and risk teams to align with enterprise-level objectives, liquidity requirements, and long-term balance-sheet strategy. This includes evaluating general and separate account structures, as well as MEC and non-MEC policy designs, assessing duration and credit positioning, and coordinating with carrier CIO offices to ensure portfolio construction remains consistent with internal capital models and regulatory expectations.