BoliColi Email Format
InsuranceMassachusetts, United States11-50 Employees
BoliColi is an independent insurance firm that specializes in Executive and Director Benefit Services, with a focus on managing Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios for long-term objectives. The company collaborates with clients and their advisors to identify suitable products and define goals, drawing on its experience with both public and private companies and its relationships with leading life insurance providers. Based in Reading, Massachusetts, BoliColi operates as a member firm of M Financial Group, which supports its access to a broader range of products and greater marketplace presence while maintaining independent ownership. The firm offers securities and investment advisory services through M Holdings Securities, Inc., subject to standard regulatory disclosures and qualifications.