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Tax Optimization

Executive benefit plan sponsors who fund their plans with mutual funds incur a tax cost from the dividends, interest, and realized investment gains due to participant re-allocations and market activity.

Historically, many companies have utilized corporate owned life insurance (COLI) to minimize this tax exposure. However, the recent material reduction in corporate tax rates and the continuing fee compression of investment funds have resulted in the need to rigorously assess existing COLI, often leading to a restructuring to enhance financial performance.

CapAcuity has designed and implemented proprietary protocols and systems uniquely designed to implement tax-efficient funding and hedging strategies, which contributes to improved financial performance for plan sponsors.

We believe there are untapped opportunities that may improve results for your company and your plan participants. Find out more about our forward-looking approach to managing your executive benefit plan.

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