helping companies and banks maximize performance of their life insurance as

ABOUT US

COLI Consulting Group LLC is a company led by Mel G. Todd, FSA, MAAA that specializes in Corporate Owned Life Insurance (COLI), Bank Owned Life Insurance (BOLI) and all types of nonqualified benefit plans including split dollar life insurance, company-funded Supplemental Executive Retirement Plans (SERPs) and voluntary deferred compensation plans. 

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CONSULTING SERVICES

Mel G. Todd and the team at COLI Consulting Group provide consulting services to life insurance companies for the development, pricing and marketing of COLI and BOLI products. The company also provides fee-based consulting services to companies for the design of nonqualified benefit plans, the selection of COLI administrators and the choice of COLI products. 

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EXPERT WITNESS/LITIGATION SUPPORT

Mel G. Todd provides litigation, arbitration and mediation support as an expert witness and consultant in all types of disputes involving COLI or BOLI products or any type of nonqualified benefit plan including split dollar agreements, SERPs or other deferred compensation arrangements.  

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BROKER SERVICES

Mel G. Todd and the team at COLI Consulting Group provide case design and proposal support to licensed brokers for all types of nonqualified benefit plans and COLI products on either a retained fee basis or a fee-for-service basis.  Mel G. Todd also provides marketing support, case design, proposal support and sales support for General Account and Hybrid Account BOLI business for the community bank marketplace on a split-commission basis.  

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CONTACT US

Mel G. Todd is available for a free consultation to help you understand the ways in which we can benefit you (contact mtodd@coliconsulting.com).  

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