Corporate Owned Life Insurance

Explore how COLI can help firms mitigate risk and finance benefit programs for highly compensated executives in a tax-efficient manner. 

Citi Global Wealth at Work delivers tailored wealth management solutions for busy professionals, from law firm partners to consultants and asset managers. COLI is a tax-efficient financial product that helps protect your firm in the event of the loss of a key employee or owner and can provide tax advantaged benefits for executives and partners.

When you partner with us, our experienced private banking team works closely with you and one of our outside specialty COLI advisors, who have extensive insurance product knowledge and the requisite financial, tax, and actuarial expertise to deliver bespoke solutions that can improve the firm’s risk profile and allow your firm to reward and retain its most valuable employees.

 

Financial protection

Our specialty advisors can assist you with the many applications of COLI including:

  • Financing existing non-qualified benefit liabilities
  • Creating new tax-advantaged savings programs for those who have maxed out their qualified plan contributions
  • Key-man life insurance to protect a firm and its partners by providing liquidity and business continuity  in the event of the passing of an essential stakeholder.   

Our advisors are experienced in structuring specialized COLI solutions and adhere to Citi Global Wealth at Work's rigorous due diligence standards. We can also provide guidance on potential credit strategies to help you finance life insurance premiums, when needed.

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold.

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank.

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Private Bank for the purpose of contacting me to send me marketing information about Citi Private Bank's wealth management products and services. I understand that my information will be used in accordance with the relevant  privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.We serve the world’s most dynamic professionals and their firms by thinking one step ahead to support your financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED. NOT CDIC INSURED. NOT GOVERNMENT INSURED. NO BANK GUARANTEE. MAY LOSE VALUE.

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