Clearpoint utilizes its expertise to structure institutionally priced Corporate Insurance accounts sometimes known as “COLI”, to provide increased yield after tax on an investment portfolio for banks, insurance companies & individuals. We apply a systematic approach to the ongoing monitoring and improvement of employer-owned life insurance policies in all of its forms. We have expertise in increasing the performance of these investments for mid-sized banks through product alternatives, and we provide market evaluation for clients looking to increase or decrease their position in this asset class. A big part of the expertise and process is correlating a client investment philosophy to a specific money management allocation approach.
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