Specialized Benefit Resources Solutions

Provide the benefit programs your employees want while realizing financial benefits for your company.

Insurance Company Owned Life Insurance (ICOLI)

Improve your financial position while informally financing employee retirement and benefit program liabilities.

Bank Owned Life Insurance (BOLI)

Generate earnings and informally finance employee retirement and benefit program liabilities.


Corporate Owned Life Insurance (COLI)

Mitigate risk and finance executive benefit liabilities.


Leverage low-cost COLI Term to provide the security of death benefit protection. 

Funding Agreements

Funding agreements provide a simple institutional investment option and do not require individual insureds.  

One-Year Term Life

Get simple, straightforward term life-insurance policies that provide protection on a short-term basis