STRATEGIES FOR CORPORATE OWNED LIFE INSURANCE (COLI)
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.