BoliColi

BoliColi, founded in 2005, specializes in Executive and Director Benefit Services within the Financial Services industry. As an independent firm and a Member Firm of M Financial Group, it provides a range of solutions tailored to the long-term objectives of its clients. BoliColi maintains relationships with leading life insurance companies, offering Corporate Owned Life Insurance (COLI) and Bank Owned Life Insurance (BOLI) portfolios. The company operates independently, with Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., and is a Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. BoliColi also emphasizes that the testimonials and recommendations used do not pertain to the provision of investment advisory services, indicative of future performance or success. The firm's commitment to providing differentiated solutions and leveraging the collective volume and experience of M Member Firms positions it as a significant player in the executive benefits market.