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  • BOLI/COLI Insurance

BOLI/COLI Insurance

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This type of policy can be integrated into an overall investment strategy for asset and or balance sheet management. When the employer is a financial institution, the policy is called bank-owned life insurance (BOLI). It is used to hedge against the financial cost of losing executives to unexpected death, including the risk of recruiting and training replacements or the cost of funding corporate obligations to redeem stock upon the death of an owner.

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