VERITYPOINT
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NQDC Plan Funding

 Funding Alternatives

NONQUALIFIED PLAN FUNDING ALTERNATIVES

We work with our clients to evaluate the relative economics of the funding alternatives which generally include Corporate-Owned Life Insurance (COLI), mutual funds, or a managed portfolio.  From this, we will generate a comprehensive analysis of the alternatives and prepare a complete report of our findings, among other things, using the following criteria:

  • Cash flow / Liquidity

  • Tax impact

  • Financial statement impact

  • Internal rate of return

  • Asset/liability risk management