Meeting the needs of long-term clients for almost 30 years
For over thirty years, Corrigan & Company has worked with financial institutions in the highly specialized areas of Bank and Corporate-Owned Life Insurance (BOLI/COLI). We design and administer programs that are customized to meet our client’s objectives in the areas of Employee and Executive Benefits, Retirement Plans, and Deferred Compensation Programs. Our firm focuses its efforts in the Western United States, where we are well-known in our target markets. Contact us for more information about effective strategies for your financial institution.
Contact
➤ LOCATION
32 E Sola Street
Santa Barbara, CA 93101
☎ CONTACT
info@corrigan-co.com
T 805.963.2090
F 805.962.5053
“For nearly twenty years, Corrigan & Company has been a trusted business partner of Columbia Bank. During this time, Corrigan & Company has served as the primary consultant for our executive benefit and BOLI programs. Their product knowledge, strategy formulation, and counsel is second to none, but more importantly, Corrigan & Company takes a thoughtful approach to creating customized solutions that meet our specific needs and objectives. Their availability and response times are impressive as well, always resulting in a satisfying client experience.”
Administration
With our administrative partners, Corrigan & Company meets the most challenging of a financial institution’s administrative needs: timely and accurate plan information. The on-line systems we use provide comprehensive data, including asset and benefit liability accounting, concentration analysis, and participant statements, as well as supplemental tax and accounting support. In addition, we provide experienced analysis, review, and a wide range of support for all matters pertaining to the BOLI/COLI asset class. Our strategic partners and 3rd party administrators provide superior products and services for the benefit of our clients.
Online Asset Accounting
Asset account services provided by reputable SAS Level II certified vendor partners
FINANCIAL ANALYSIS/PORTFOLIO REVIEW
Ongoing insurance company financial analysis and annual portfolio review meetings, in-person or by conference call, per client
SUPPORT: REGULATORY/COMPLIANCE/ACCOUNTING/ACTURIAL
Support for all regulatory and compliance matters related to BOLI asset class, as well as periodic benefit statements, and accounting and actuarial assistance, as required.
NFP EXECUTIVE BENEFITS