Breakout Session – The Legacy Life Executive Benefit: Using COLI to Informally Fund Philanthropy

The Legacy Life Executive Benefit® builds on that idea by pairing COLI with a charitable legacy tied to key executives. In this session, we will walk through how the strategy works, how it is structured, and where it may fit within a company’s broader executive benefit design.

You’ll see how a company can place cash and cash equivalents from their retained earnings into life insurance, grow them on a tax-deferred basis, and use the eventual death benefit to support both executive planning and charitable giving. The session will focus on the mechanics of the strategy, design considerations, and the types of situations where it may be worth exploring.