• brokercheck.finra.org
Clearpoint Advisors
  • ABOUT US
    • Bios
      • Eric Rader
      • Jake Bosacki
      • Justin Gladieux
      • Courtney Larsen
      • Michael Ori
    • Overview of Services
    • Mission and Vision
    • Differentiators
  • SERVICE NICHES
    • Strategies to Enhance & Strengthen the Asset Holdings of Insurance Carriers
    • Compensation and Benefits
    • Wealth Planning for High Net Worth Individuals
  • CONTACT US
Select Page

An Introduction to Insurance Company Owned Life Insurance (“ICOLI”)

Clearpoint

Click here to download the PDF.

Skills

Posted on

March 11, 2024

← Non-qualified Deferred Compensation – Restoring Lost Deferral Opportunity

Clearpoint Advisors, LLC is a Pittsburgh Pennsylvania-based firm with a 14-year history of serving Businesses and Individuals throughout Pennsylvania, Illinois, and Washington, D.C. and has a reputation for establishing long-term, trusted relationships with clients while delivering Wealth Planning for High Net Worth Individuals, Compensation & Benefits and Strategies for Corporate Owned Life Insurance (COLI) services.

Clearpoint Advisors, LLC

OFFICE: 724-935-5454
Fax: 724-935-5456
322 North Shore Drive, Suite 200
Pittsburgh, PA 15212
Get Directions

About Us

  • Bios
  • Overview of Services
  • Mission and Vision
  • Differentiators

© 2022 Clearpoint Advisors, LLC

Service Niches

  • Strategies to Enhance & Strengthen the Asset Holdings of Insurance Carriers
  • Compensation and Benefits
  • Wealth Planning for High Net Worth Individuals

Connect With Us

Send Us a Message

Securities are offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services are offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice, nor does Clearpoint Advisors, LLC. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Clearpoint Advisors, LLC and the above firms are not affiliated.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

Links to Client Relationship Summary (Form CRS)
Lion Street Advisors
Lion Street Financial

Check us out on BrokerCheck