Corrigan & Company

For over twenty 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.

What our clients say:

"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."

- Clint Stein EVP/Chief Operating Officer, Columbia Bank

The principal place of business and the state of domicile for Corrigan & Company is:

32 E Sola Street, Santa Barbara, CA 93101. T 800.456.3377 F 805.962.5053

Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA /SIPC Corrigan & Company is independently owned and operated.


Over the years, we have been highly selective about the products and services we have chosen to offer. In order to be included among our offerings, a product or service must not only make sense for our target market but we must also determine that our firm can add something uniquely important to the distribution process.

• BOLI Financing of Existing Benefits Programs

• Supplemental Executive Retirement Plans (SERPs)

• Post-Retirement Health Insurance Plans

• Long-Term Incentive Plans

• Long-Term Care Insurance

• Deferred Compensation Programs

• Death Benefit Only and Split Dollar Life Insurance Plans

When it comes to supplemental executive and board benefit programs, Heritage Bank of Commerce has turned to Corrigan and Company for consulting advice and administrative services for over 20 years. Through their trusted guidance and help, we have been able to provide important long term benefits, such as supplemental executive retirement programs, BOLI, and rabbi trusts, to many members of senior management and the board encouraging stability at those critical levels of the company . More importantly, the relationship we have developed with Corrigan and Company has resulted in a consultative approach of constant dialogue/advice and exploration of ideas that continue to improve our benefit programs. Their expertise is highly respected by us and their timeliness in execution is exceptional. Their relationship and advice have been extremely valuable in maintaining senior management stability, enabling us to spend more time on achieving the strategic goals of our company.
— Walt Kaczmarek, CEO, Heritage Bank of Commerce