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Corporate Owned Life Insurance | Evergreen Consulting
http://www.evergreenconsults.com/corporate-owned-life-insurance
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Bank Owned Life Insurance. Corporate Owned Life Insurance. Corporate Owned Life Insurance. Corporate Owned Life Insurance (COLI) provides a cost-efficient and effective means for companies to offset rising employee benefit costs, such as supplemental executive retirement, deferred compensation programs, and post-retirement medical obligations. COLI offers the following benefits to employers:.
evergreenconsults.com
Wealth Management | Evergreen Consulting
http://www.evergreenconsults.com/wealth-management
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. The best way an individual can plan for their future is to understand what services are available in the marketplace and how to leverage these resources. We offer insight to our clients that explain the importance of having an investments and savings strategy to attain long-term financial security. Meet individually to discuss long-term goals. Evaluate the current financial situation. Evergree...
evergreenconsults.com
Executive Benefits | Evergreen Consulting
http://www.evergreenconsults.com/executive-benefits
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Bank Owned Life Insurance. Corporate Owned Life Insurance. Including Performance Pay and Incentives in Disability Programs:. Supplemental Executive Retirement Plans:. Supplemental Executive Retirement Plans (SERPs) help solve challenges with retention and motivation, helping retain and reward executives critical to the continuity of your company's success. SERPs are a viable and popular al...
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Account Info | Evergreen Consulting
http://www.evergreenconsults.com/account-info
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. This area is designed to provide clients of Evergreen Consulting, Inc. easy access to their account information with various investment and insurance companies. Simply click on the appropriate company name to below to link to their account access web site. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. For further details regarding this relationship.
evergreenconsults.com
Life Insurance | Evergreen Consulting
http://www.evergreenconsults.com/life-insurance
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Bank Owned Life Insurance. Corporate Owned Life Insurance. Life insurance has many unique characteristics that may make it an appropriate solution for a variety of challenges, beyond those that arise at the death of the insured(s). In addition to death benefit protection, life insurance offers:. Tax-deferred accumulation of policy cash values. Creditor protection (in some states). Gifting Leve...
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Asset Management | Evergreen Consulting
http://www.evergreenconsults.com/asset-management
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Asset allocation is designed to help you benefit from:. A portfolio structured to work efficiently under changing market conditions. An organized listing of assets. Asset Allocation Versus Diversification. Asset allocation, however, takes it one step further by diversifying your portfolio not just among different investments, but among different investment classes: stocks, fixed income alterna...
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Employee Benefits | Evergreen Consulting
http://www.evergreenconsults.com/employee-benefits
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power.
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Investment Approach | Evergreen Consulting
http://www.evergreenconsults.com/investment-approach
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Evergreen, like most successful investment advisory firms, follows a core investment philosophy. Theses fundamental principles guide the investment decisions we help our clients make. Investments are used to achieve long-term goals, while savings are used for short-term goals. Asset allocation, with a diversification among stock, bond and other markets, reduces risk.
evergreenconsults.com
Bank Owned Life Insurance | Evergreen Consulting
http://www.evergreenconsults.com/bank-owned-life-insurance
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. Bank Owned Life Insurance. Corporate Owned Life Insurance. Bank Owned Life Insurance. For over twenty years, banks have utilized bank-owned life insurance (BOLI) as an effective tool for offsetting expenses associated with employee benefit plans. While originally most common at large banks, BOLI has now become prevalent with community banks.
evergreenconsults.com
Healthcare Benefits | Evergreen Consulting
http://www.evergreenconsults.com/healthcare-benefits
Skip to main content. Bank Owned Life Insurance. Corporate Owned Life Insurance. Expertise and Purchasing Power. With hundreds of health benefits clients in Tennessee and the surrounding region, Evergreen’s client management team brings more than 40 years’ combined experience to the table to serve clients with personalized knowledge and service. We’re local and we’re independent. Rather than work for just one insurance company, we work solely for you as your advocate to the insurance industry. With healt...
